Demand Center Outbound Sales Specialist

The Demand Center Outbound Sales Specialist supports Cetera’s growth efforts by identifying, qualifying, and nurturing prospective financial advisor opportunities through outbound prospecting. This role serves as an early point of contact for prospective advisors, using a consultative approach to understand business needs, build interest in Cetera’s value proposition, and determine whether opportunities are ready for further engagement by Business Development or other appropriate partners. The Specialist partners with Demand Center, Marketing, profiling, and sales teams to support lead generation campaigns, maintain accurate activity records, and help create a balanced pipeline across assigned channels or territories. Success is measured by quality of prospect engagement, timely follow-up, accurate lead qualification and documentation, contribution to sales-ready pipeline, and consistent collaboration with internal partners. 

Key Duties & Responsibilities 

• Identify and create new business opportunities by conducting outbound prospecting activities, including calls, emails, and social media outreach to prospective financial advisors within target markets. 
• Apply a consultative, needs-based approach to understand each prospect’s business, goals, challenges, and priorities before positioning Cetera’s capabilities or next steps. 
• Prospect, educate, qualify, and develop target accounts and inbound leads, helping prospective advisors understand Cetera’s value proposition and creating sales-ready leads and opportunities for the sales organization. 
• Research target accounts, identify decision-makers, generate interest, and develop accounts to stimulate need and advance qualified opportunities. 
• Engage with leads to assess business needs and determine fit between the prospect’s requirements and Cetera’s offerings. 
• Route qualified prospects to appropriate internal channels or colleagues to support timely problem solving, value delivery, and continued relationship development. 
• Partner with the profiling team, Business Development, and Marketing to further qualify prospects, support lead generation campaigns, follow up on leads, and generate pipeline. 
• Use lead generation tools, databases, online resources, CRM software, Salesforce, LinkedIn Sales Navigator and other sales tools to build and maintain a pipeline of qualified leads. 
• Document prospect interactions, outreach activity, qualification outcomes, and next steps accurately and comprehensively in the appropriate systems. 
• Provide closed-loop feedback to the Demand Center organization to support ongoing process optimization and improve campaign, prospecting, and pipeline effectiveness. 
• Follow up with and nurture prospects in a timely and persistent manner, using relevant and engaging outreach to maintain interest and advance opportunities through the qualification process. 
• Execute outbound prospecting campaigns across assigned channels or territories to support a balanced and consistent sales pipeline. 
• Maintain awareness of wealth management industry trends, market developments, and competitive dynamics to support relevant prospect conversations. 

Experience & Qualifications 

Required Education: High school diploma or equivalent. 

Required Experience: 

• 3+ years of experience in sales, business development, outbound lead generation, customer service, or a related client- or prospect-facing environment, preferably in a B2B setting. 

Preferred Experience:

•  Wealth management, financial services, advisor recruiting, marketing automation, Salesforce or similar CRM tools, lead generation tools, or consultative outbound sales environments. 

OR equivalent combination of experience and education in lieu of above. 

• Job-specific skills include outbound prospecting, lead qualification, consultative selling, pipeline development, account research, pre-call preparation, opportunity qualification, objection handling, CRM documentation, campaign follow-up, time management, and clear communication with prospective advisors and internal partners. The role also requires the ability to understand prospect business needs and connect those needs to relevant Cetera capabilities, value propositions, and appropriate next steps. 
•  Proficiency with Microsoft Office and standard corporate productivity tools is also expected. 
• Goal-oriented with a demonstrated ability to consistently work toward prospecting, qualification, activity, and pipeline-generation targets. 
• Self-motivated and resilient, with the ability to work independently, maintain consistent outbound activity, and collaborate effectively across Sales and Marketing teams. 
• Ability to prioritize effectively and perform in a fast-paced, dynamic sales environment with competing prospecting and follow-up priorities. 

Other Requirements 

• This role is remote and may be performed from an approved remote work location in accordance with Company policy. 
• Travel requirement: Up to 25%. 

Compensation: 

The salary range for this role is $75,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations. 

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About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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