Broker Check

Business Development Coordinator


The New Business Development Coordinator position will focus on supporting our companies outreach programs, quality control of marketing projects, and CFG Brokerage Network expansion initiatives. You will also be expected to provide creative solutions and coordination for a wide range of projects, ultimately moving towards ownership of particular functions and responsibilities for specific department(s) within the firm.

Activity Management Support

  • Meet with the Managing Director on a weekly basis to review overall activity within firm
  • Work closely with each Brokerage Director and Brokerage Manager to work through their marketing strategies
  • Database Management
  • Track success of workshops and webex's

Marketing Initiatives & Design

  • Help drive productive activity by tracking initiatives
  • Help create brochures and material for team to use
  • Research potential market opportunities

Broker Meeting & Workshop Support

  • Work with directors and managers to help provide great presentations
  • Educate directors and managers on best practices to improve business development
  • Work closely with managing director to continuously improve service model

Key Qualifications, Skills & Characteristics

  • Detail oriented
  • Innovative and analytical thinker
  • Driven, team-player
  • Must be proficient in Microsoft Office Suite
  • 1 to 2 years of experience in the Financial Services Industry
  • Excellent organization skills
  • Ability to manage multiple tasks in a fast-paced environment
  • Growth-oriented
  • Outstanding verbal and communication skills

What's in it for You?

  • Competitive Salary & PTO Days
  • Subsidized Health & Dental Insurance
  • 401K Program
  • Optional FSA Program
  • Team outings each Quarter (think Go-Carting, Comedy Shows & Boating)
  • Full access to gym in building for only $25 per month