cetera
The Demand Center Outbound Sales Specialist supports Cetera’s growth 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.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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