TERRANA GROUP LLC (TG) is a nationally recognized Financial Advisor recruiting and business development consulting firm serving broker-dealers, wealth management firms, investment securities brokerages, independent broker-dealers, and RIAs across the United States.
Since 1992, TG has completed more than 3,000 professional placements, with client assets transferring to hiring firms well over $100 billion.
TERRANA GROUP specializes in recruiting, transition consulting, and M&A for Financial Advisors and Investment Securities Professionals, leveraging deep relationships with key decision-makers at leading financial services firms. TG offers comprehensive expertise across employee, independent, hybrid, and traditional brokerage models and emphasizes detailed candidate screening and active representation.
Clients, Candidates, and all TG Associates benefit from broad industry contacts, structured support throughout the process, and strong presentation and negotiation guidance to drive successful placements.
Role Description
Telemarketing Expert - Location: Chicago, IL (In-Office) or Remote (Anywhere in the United States)
In this role, you will conduct high-volume outbound cold calls to prospects within our proprietary database to identify, engage, and qualify financial advisor candidates. The ideal candidate is confident on the phone, skilled at building rapport quickly, and driven by achieving performance goals. Your primary responsibility will be generating qualified candidate leads and creating opportunities for our recruiting team to advance the hiring process. This is a 1099 position, offering hourly pay for phone time metrics.
Qualifications
- Strong communication skills, including clear verbal and written communication, active listening, and the ability to build trusted relationships with senior professionals.
- Ability to work both independently and collaboratively in a hybrid environment, demonstrating initiative, professionalism, and discretion.
- Bachelor’s degree in business, finance, marketing or psychology would be helpful but not required.
Company Description
For over 33 years, TERRANA GROUP has been a trusted leader in Financial Advisor recruiting and consulting, with over 3,000 successful placements and $100B in assets transitioned. We specialize in Business Development, Advisor Transitions, Succession Planning, and M&A—serving top-tier Broker Dealers, RIAs, and wealth management firms nationwide.
At TERRANA GROUP, we don’t just fill roles—we shape careers and drive growth across the Financial Services industry. Our team is made up of strategic thinkers, relationship builders, and industry experts who are passionate about making a lasting impact.
We offer a dynamic, collaborative environment where your ideas matter and your growth is prioritized. If you're ambitious, detail-oriented, and ready to be part of a nationally recognized firm that values excellence and integrity, TERRANA GROUP is the place to build your career.
Join us—and help shape the future of financial services.