Demo

Business Development Specialist

Kestra Holdings
Austin, TX Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/7/2025

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.

Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career focused Business Development Recruiter to assist us in expanding our advisor network. The ideal candidate will be market knowledgeable, experienced in advisor recruitment, and have a growth mind-set.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Partner with external BD Consultant to recruit advisors into the Kestra Financial Network
  • Uncover and Qualify leads through focused calling and email campaigns
  • Host virtual meetings and Tech Demos to inform and engage prospects
  • Connect, network, and build rapport with recruits
  • Nurture prospects through the entire recruitment process
  • Maintain timely data and activity entry in SalesForce CRM
  • Pro-Forma development and Financial Model completion in excel
  • Engage in transition dialogue in the early and intermediate stages of the recruitment process
  • Build internal and external strategic partnerships for referrals
  • Participate in Home Office Visits including hosting occasional dinners
  • Assist with setting appointments for the external recruiter
  • Collaborate with the external to grow territory by delivering the company value proposition
  • Monitor public and industry sources for material changes in targeted accounts
  • Conduct initial research to locate and identify qualified financial professionals
  • Research multiple outlets to create territory specific outbound prospecting lists

KNOWLEDGE, SKILLS, AND / OR ABILITIES :

  • Excellent written and verbal communication skills
  • Collaboratively minded
  • Motivation for sales
  • Prospecting skills
  • Goal focused & process driven
  • Relentless
  • Ability to uncover customer needs, wants and desires as well as pain points
  • Territory management
  • Market knowledge
  • Strong webinar presentation skills
  • Executive presence
  • EDUCATION AND EXPERIENCE :

  • College degree or equivalent industry related experience
  • Sales professional with 3 years' experience
  • Broker Dealer experience preferred
  • CERTIFICATIONS :

  • FINRA Series 6 or Series 7 preferred, or obtained within 6 months of hire
  • PHYSICAL DEMAND :

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit at a computer for long periods of time in office environment well lit.
  • Ability to lift up to 20 pounds.
  • Position is in Austin, TX office. Must be able to work in the office during scheduled work hours.
  • OTHER DUTIES :

    Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    INTERNAL APPLICANT POLICY :

    Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

    BENEFITS :

    Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

    DISCLOSURE

    By 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.
  • KESTRA VALUES :

    Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values : SERVE, MAKE IT HAPPEN, and ONE TEAM.

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