Business Development Specialist

Key Responsibilities

• Lead Generation and Prospecting
• Prospect and Relationship Support
• Sales and Revenue Growth
• Market Research and Strategy Development
• Event Coordination
• Reporting and Analysis

Requirements

• Education and Experience

Bachelor’s degree in business, finance, or related field or relevant experience in similar position.
1-4 years of experience as a Sales or Business Development Specialist, or similar experience.

Skills

• Excellent communication skills, both written and verbal, with internal and external stakeholders.
• Ability to negotiate, build trust and rapport with prospective clients.
• Strong time management, planning, and organizational skills.
• Proficiency in MS Office and CRM software, specifically Salesforce.
• Prior experience or knowledge in the finance industry is highly preferred.
• A general understanding of marketing systems and lead generation best practices.
• Experience with graphic design tools is a plus.

Why CG Financial Services?

Join a company that’s invested in your growth and success.
Work in a fast-paced, collaborative environment where your contributions truly matter.
Competitive compensation and benefits package.

Core Values

• Thirst for Knowledge
• Innovative Problem Solver
• Self-Motivated
• Authentic
• Positively Impact People