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Oracle Cloud ERP · 3 weeks ago

Regional Business Development Manager - Midwest Region

United States

Full-time

Remote

Mid, Senior Level

$110K/yr - $110K/yr

5+ years exp

Oracle Cloud ERP is seeking a Regional Business Development Manager to lead the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. This role involves developing leads, managing relationships, and promoting CFG’s value proposition within the financial services industry.

Information Technology & Services

Responsibilities

Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact

Create a recruiting plan for your territory

Accountable for meeting recruitment goals

Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG

Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor

Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology

Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure

Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel

Participate in outbound social media and call campaigns related to Business Development

Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements

Qualification

FINRA Series 7SalesforceFinancial Services knowledgeExcelNegotiation skillsPresentation skillsSales processCommunity representationEffective communication

Required

Minimum 5+ years related work experience within financial services within a sales environment. IE, Wholesaler, Recruiters, Branch Managers, Complex Managers

FINRA Series 7, 65 or 66 licenses

Negotiation and creating compelling value propositions for prospective clients

Effective communication and presentation techniques

Working knowledge of Salesforce and Excel

Understanding of the sales process and relevant metrics

Strong knowledge of the Financial Services industry

Ability to represent CFG within the community and professional organizations