Business Development Specialist

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.

Prospect and Relationship Support

• 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.

Sales and Revenue Growth

• Collaborate with the sales team to convert leads into loyal clients.
• Help the firm 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 to help guide CG’s marketing efforts.
• Assist in developing business strategies to target specific markets or client segments where CG can grow.

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.

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