Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer supporting financial advisors. They are seeking a Business Development Representative to assist with prospecting and lead generation activities, including cold calling and executing marketing campaigns to support recruiting objectives.
Responsibilities
- Prepare and maintain profiles for HOVs and recruiting events
- Communicate with recruits to gather missing information for FPP acceptance and other requirements
- Enter, update, and manage assets and deal information in the CRM system
- Organize and store meeting notes and relevant data in the CRM
- Track and resolve large sets of questions from recruits by coordinating with appropriate resources
- Assist with miscellaneous administrative tasks as assigned
- Conduct cold calling and outreach to generate leads and identify warm prospects within the designated region
- Support the development, planning, and execution of marketing campaigns to assist with recruiting objectives as needed
Skills
- Detail-oriented
- Proactive
- Strong organizational skills
- Strong communication skills
- Prior experience with CRM systems
- Background in recruiting or sales support
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
- Additional benefits that support you both personally and professionally
Company Overview
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.