Business Development Representative at Cambridge… · Phoenix

Summary: Cambridge Investment Research, Inc. is dedicated to making a difference in the lives of financial advisors and their clients. They are seeking a Business Development Representative to assist with prospecting and lead generation, including conducting cold calls 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 Required Qualifications: - Detail-oriented - Proactive - Strong organizational skills - Strong communication skills - Prior experience with CRM systems - Background in recruiting or sales support Required Skills: CRM systems, lead generation Important Skills: cold calling, marketing campaigns 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