Business Development Specialist

Business Development SpecialistCG 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 growthnot portfolio management. Key ResponsibilitiesLead Generation and Prospecting Prospect and Relationship Support Sales and Revenue Growth Market Research and Strategy Development Event Coordination Reporting and Analysis Success Metrics: How is this role measured? 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 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. Why 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 drive 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.