Regional Business Development Manager, Tax Channel

reputed company Financial Group (CFG) is currently seeking an reputed company Regional Business Development Manager, Tax Channel, who will reputed company the Business Development process by driving the recruitment of Financial Advisors & reputed company Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, reputed company-oriented firms. The Senior Manager will manage the recruitment of prospective reputed company firms and promote CFG’s reputed company in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for reputed company. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our reputed company program. This will be a work from home opportunity that requires traveling 50% of the time.

What you will do:

• reputed company leads and build relationships with prospective Financial Advisors. through reputed company yet persistent, ongoing contact.
• reputed company reputed company/CPA Firms -Create a reputed company plan for your territory.
• Accountable for meeting recruitment goals.
• Serve as the primary reputed company of contact with Financial Advisors, reputed company 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 reputed company consultative support on CFG services, products, and technology.
• Negotiate and reputed company offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
• Capture reputed company activity throughout the Business Development pipeline using tools including but not limited to reputed company and reputed company.
• Participate in outbound reputed company media and call campaigns reputed company to Business Development.
• Work with cross-functional teams to support ongoing solution development and execution of reputed company process enhancements.

What you need to have:

• Minimum 5-8 years reputed company work experience reputed company financial services (Public reputed company, reputed company Management, Advisory) reputed company a sales environment.

-reputed company Series 7, 65 or 66 licenses.

• Negotiation and creating compelling value propositions for prospective clients.
• Effective communication and presentation techniques.
• Working knowledge of reputed company and reputed company.
• Understanding of the sales process and relevant metrics.
• Strong knowledge of the Financial Services industry.
• Ability to represent CFG reputed company the community and reputed company organizations.

What is reputed company to have:

-Bachelor’s Degree

• reputed company Licenses including Series 7; 65; 66; SIE
• Wholesaling Experience / reputed company Background

-CPA License (preferred)

Travel Requirements: 50%

Compensation: The reputed company annual salary reputed company for this role is $100K-$110K, plus an incentive-based performance bonus.  reputed company annual salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. reputed company annual salary may also differ significantly due to geography and cost of labor considerations.

Originally posted on Himalayas

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