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Business Development - Business Development Specialist

Company: Kestra Financial
Location: Austin
Posted on: May 27, 2023

Job Description:

ABOUT US:Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.As the Business Development Specialist you will report to the VP, Business Development. Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for a Business Development Recruiter to assist us in expanding our advisor network. You will have market knowledge and experience in advisor recruitment. You will be goal-focused with a collaborative mindset with the desire to meet our sales goals.RESPONSIBILITIES:--- Partner with external Vice President to recruit advisors into the Kestra Financial Network--- Research multiple outlets to create territory specific outbound prospecting lists--- Monitor public and industry sources for material changes in targeted accounts--- Conduct initial research to locate and identify qualified financial professionals--- Uncover leads through focused cold calling and email campaigns--- Qualify leads and assign to a sales rhythm in SalesLoft--- Nurture prospects through the entire recruitment process--- Build strategic partnerships for referrals--- Connect, network, and build relationships with recruits--- Host virtual meeting to inform and engage prospects--- Participate in transition dialogue in the early and intermediate stages of the recruitment process--- Maintain data and activity entry in SalesForce CRM--- Participate in Home Office Visits including hosting occasional dinners--- Help set appointments for the external recruiter--- Collaborate with the external to grow territory by delivering our value proposition--- Uncover customer needs, wants and desires and pain pointsSKILLS:--- Sales--- Prospecting, Territory Management, and Closing skills.--- Webinar PresentationsSUPERVISORY RESPONSIBILITIES:--- NoneEDUCATION AND EXPERIENCE:--- College degree or equivalent industry related experience--- Sales professional with 3+ years' experienceCERTIFICATIONS:--- FINRA Series 6 or 7BENEFITSFull health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.DISCLOSUREBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:--- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.--- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Keywords: Kestra Financial, Austin , Business Development - Business Development Specialist, Other , Austin, Texas

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