Partenaire, développement des affaires/Business Development Partner
Core
Recruit, onboard, train, coach, and manage financial advisors during their first four years to build their practices in life insurance, health insurance, and wealth management.
Role type
Senior IC business development partner (advisory team lead)
Builds
Financial advisory practices for individuals, families, and communities
Domain
Financial services (insurance and wealth management)
Deliverable
client delivery
Required skills
business acumen, product knowledge (insurance and wealth management), sales management, business development, prospecting and recruiting, mentoring and coaching, performance management, problem-solving, regulatory compliance knowledge, financial planning software proficiency
Preferred skills
prior experience as a financial advisor, prior people management experience, professional certifications in financial services
Technologies
Salesforce, financial planning software, Microsoft applications
Responsibilities
recruit and onboard new advisors, train advisors on products and sales processes, coach advisors on prospecting and business development, monitor advisor activities and analyze business data, ensure regulatory compliance and product suitability, foster a positive district culture, develop community presence
Seniority
Senior, hands-on IC