Business Development Representative
Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer supporting financial advisors. They are seeking a Business Development Representative to assist with prospecting and lead generation activities, including cold calling and executing marketing campaigns to support recruiting objectives.
Responsibilities
- Prepare and maintain profiles for HOVs and recruiting events
- Communicate with recruits to gather missing information for FPP acceptance and other requirements
- Enter, update, and manage assets and deal information in the CRM system
- Organize and store meeting notes and relevant data in the CRM
- Track and resolve large sets of questions from recruits by coordinating with appropriate resources
- Assist with miscellaneous administrative tasks as assigned
- Conduct cold calling and outreach to generate leads and identify warm prospects within the designated region
- Support the development, planning, and execution of marketing campaigns to assist with recruiting objectives as needed
Skills
- Detail-oriented
- Proactive
- Strong organizational skills
- Strong communication skills
- Prior experience with CRM systems
- Background in recruiting or sales support
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
- Additional benefits that support you both personally and professionally
Company Overview