Teams at Cetera Financial Group

Leads regional recruitment of financial advisors into CFG’s broker-dealer network. Develops prospects, builds advisor relationships, creates territory recruiting plans, presents CFG’s value proposition, evaluates advisor fit, negotiates and closes offers, tracks pipeline activity in Salesforce and Excel, and supports recruiting process improvements. Requires extensive financial services sales experience, industry knowledge, communication and negotiation skills, relevant FINRA licensing, and travel throughout the Western Region.

Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.

Manages life, disability income, and long-term care insurance applications from submission through policy issue and placement. Reviews applications for accuracy, completeness, licensing, and compliance; coordinates with carriers and financial professionals; tracks pending requirements; resolves delays; communicates case updates; maintains documentation; and advises financial professionals on submission best practices. The role also supports process-improvement initiatives and requires strong organization, communication, customer service, and problem-solving skills.