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Business Integration Specialist

2 months ago

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Join the CX Institutional LLC Partner Integration TeamPosition Overview

The Business Integration Specialist (BIS) role is centered around discovering potential avenues for financial advisors interested in selling or merging their practices with our organization. In this position, you will connect with prospective advisors, assess their viability as M&A candidates, and coordinate discussions with our senior leadership team. Leveraging Salesforce tools, you will oversee prospect lists, record interactions, and uphold compliance with industry standards.

Core Responsibilities

  • Execute the Merger & Acquisition (M&A) lead generation framework
  • Reach out to prospects via outbound calls and various communication methods
  • Log discussions, create follow-up tasks, and manage outreach through CRM software
  • Stay informed about pertinent policies and regulations
  • Work collaboratively with the team to provide outstanding client service

Performance Expectations

BIS professionals are expected to achieve specific performance metrics:

  • Conduct a minimum of 16 outreach calls and follow-up emails each hour
  • Receive hourly compensation of $16 based on call metrics
  • Maintain precise records of daily activities
  • Qualify for bonuses for each successful meeting arranged with executives

Required Qualifications:

  • High School Diploma or equivalent
  • Excellent verbal and written communication abilities
  • Prior experience in business-to-business sales is advantageous
  • Capability to thrive in a structured work environment