Job Description
Job Description
Are you a go-getter with a passion for building relationships and driving growth? CG Financial Services is looking for a high-energy, self-motivated Business Development Specialist to join our dynamic team! This is your chance to play a key role in shaping the future of our company by uncovering new business opportunities, nurturing client relationships, and contributing to the execution of game-changing strategic initiatives.
As a Business Development Specialist, you’ll be at the forefront of our growth strategy, collaborating with our talented sales, marketing, and leadership teams to make an impact. If you're ready to bring your ambition, creativity, and results-driven attitude to a company where you can make a real difference, we want to hear from you!
What you’ll do :
- Lead Generation and Prospecting :
Identify and research prospective clients and business opportunities within the financial services sector.
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.Sales and Revenue Growth :Collaborate with the sales team to convert leads into loyal clients.
Meet and exceed monthly, quarterly, and annual sales targets.Market Research and Strategy Development :Conduct market analysis to identify trends and opportunities in the financial services industry.
Assist in developing business strategies to target specific markets or client segments.Event Coordination :Organize and participate in client appreciation events, seminars, and networking opportunities to foster relationships and generate leads.
Reporting and Analysis :Track and report on sales performance, client interactions, and business development activities.
Provide insights and recommendations to improve the efficiency of business development initiatives.Education and Experience Requirements :
Bachelor’s degree in business, marketing, finance, or related industry; or equivalent work experience.1-5 years’ experience in business development, sales, or related field.Strong understanding of the sales process and ability to build and manage a pipeline.Proven track record of meeting or exceeding sales targets.Excellent communication, negotiation, and interpersonal skills.Ability to analyze data and use insights to drive sales strategies.Experience with CRM tools, specifically Salesforce.Ability to work independently and collaborate with cross-functional teams.Familiarity with marketing automation tools is a plusWhy CG Financial Services?
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.Our Core Values :
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 have experience in leading a team, setting an example, and driving success 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.
