What are the responsibilities and job description for the Business Development Specialist position at CG Financial Services?
Description
CG Financial Services is seeking a self-motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm visibility into booked meetings and new client relationships. In this role, you will play a pivotal part in driving the company’s growth by identifying new business opportunities, building and maintaining client relationships, and supporting the development and execution of strategic initiatives. As a member of our team, you will work closely with sales, marketing, and leadership teams to contribute to the company’s overall success. *This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.
Key Responsibilities
Lead Generation and Prospecting
Number of new qualified wealth management leads
Number of new meetings booked with qualified wealth management prospects
Number of new COIs generated
Achieving our top line marketing and sales revenue goals
Requirements
Education and Experience:
CG Financial Services is seeking a self-motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm visibility into booked meetings and new client relationships. In this role, you will play a pivotal part in driving the company’s growth by identifying new business opportunities, building and maintaining client relationships, and supporting the development and execution of strategic initiatives. As a member of our team, you will work closely with sales, marketing, and leadership teams to contribute to the company’s overall success. *This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.
Key Responsibilities
Lead Generation and Prospecting
- Identify and research prospective clients and business opportunities within the financial services sector.
- Have confidence in making outbound calls and scheduling meetings with potential prospects, using social media (LinkedIn) and other prospecting sources.
- Track lead sources and optimize based on conversion quality.
- Execute and manage lead-generation initiatives (digital campaigns, events, referrals, COIs, seminars, partnerships).
- Identify and nurture new COIs (Centers of Influence) that align with CG’s core values that can develop into prosperous business relationships.
- Develop and maintain a pipeline of qualified leads through cold calling, networking, and attending industry events.
- Assist with scheduling prospect appointments via our lead management and marketing system.
- Conduct initial outreach and qualification calls/emails.
- Schedule and confirm prospect meetings for advisors.
- Maintain ongoing contact with prospects who are “not ready yet.”
- Assist with nurturing workflows (email, CRM reminders, follow-ups).
- Work with vendors or internal teams on content and campaigns.
- Assist with client communications and referral appreciation efforts.
- Collaborate with the sales team to convert leads into loyal clients.
- Help the firm meet and exceed monthly, quarterly, and annual sales targets.
- Conduct market analysis to identify trends and opportunities in the financial services industry to help guide CG’s marketing efforts.
- Assist in developing business strategies to target specific markets or client segments where CG can grow.
- Organize and participate in client appreciation events, seminars, and networking opportunities to foster relationships and generate leads.
- Track and report on sales performance, client interactions, and business development activities.
- Provide insights and recommendations to improve the efficiency of business development initiatives.
Number of new qualified wealth management leads
Number of new meetings booked with qualified wealth management prospects
Number of new COIs generated
Achieving our top line marketing and sales revenue goals
Requirements
Education and Experience:
- Bachelor’s degree in business, finance, or related field or relevant experience in similar position.
- 1-4 years of experience as a Sales or Business Development Specialist, or similar experience.
- Excellent communication skills, both written and verbal, with internal and external stakeholders.
- Ability to negotiate, build trust and rapport with prospective clients.
- Strong time management, planning, and organizational skills.
- Proficiency in MS Office and CRM software, specifically Salesforce.
- Prior experience or knowledge in the finance industry is highly preferred.
- General understanding of marketing systems and lead generation best practices.
- Experience with graphic design tools is a plus.
- Join a company that’s invested in your growth and success.
- Work in a fast-paced, collaborative environment where your contributions truly matter.
- Competitive compensation and benefits package.
- Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
- Innovative Problem Solver: You propose solutions and drivesuccess through collaboration, effective communication, and follow-through on commitments
- Self-Motivated: You have a driven and proactive personality, results-oriented, and accept challenges
- Authentic: Your personality is true, honest, and built on integrity.
- Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.