Business Development Partner
Core
Recruit, onboard, train, develop, and coach developing financial advisors to build holistic life, health, and wealth practices.
Role type
Senior IC Business Development Partner (Financial Services)
Builds
A network of licensed financial advisors and their client portfolios
Domain
Financial Services / Insurance / Wealth Management
Deliverable
Client delivery | infrastructure (advisor practice building)
Required skills
Business acumen, product knowledge (insurance and wealth), sales management, business development, prospecting, recruitment, mentoring, coaching, performance management, regulatory compliance knowledge, data analysis
Preferred skills
Professional designations in financial services, previous experience as an advisor, previous people leadership experience
Technologies
Salesforce.com, Financial Planning software, Microsoft applications
Responsibilities
Source and recruit candidates for the advisor role; Support onboarding including licensing studies and business planning; Train advisors on product knowledge and sales processes; Coach advisors on prospecting, cross-selling, and business management; Monitor and track advisor activities and analyze data; Ensure compliance with regulatory obligations and advisor conduct; Escalate client complaints; Achieve recruiting and production metrics; Build community presence through events and sponsorships