Business Development Partner
Core
Recruit, onboard, train, develop, and coach developing financial advisors to build holistic practices in life/health insurance and wealth products.
Role type
Senior IC Business Development Partner (Advisor Coach)
Builds
A network of licensed financial advisors generating sales for life insurance, health insurance, and wealth management products.
Domain
Financial Services / Insurance / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
recruiting and sourcing, coaching and mentoring, sales management, performance management, business planning, regulatory compliance, data analysis, product knowledge (insurance/wealth), market identification
Preferred skills
prior experience as a financial advisor, professional designations in financial services, previous people leadership experience
Technologies
Salesforce.com, Financial Planning software, Microsoft applications
Responsibilities
Source candidates for the advisor role through community contacts and referrals; Support candidates with licensing studies, market identification, and business planning; Train new advisors on product knowledge and sales processes; Coach advisors on prospecting, cross-selling, and business management; Monitor and track advisor activities to drive insights; Ensure advisor compliance with regulatory and company obligations; Achieve key recruiting and production metrics.
Seniority
Senior, hands-on IC