8 дней назад
Director, Business Development (Advisor Recruiting)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Business Development (Advisor Recruiting) (Wealth Management/Insurtech): Recruiting independent financial advisors to the Integrity platform and managing relationships from qualified lead through signed agreement with an accent on consultative selling, platform and financial proposals, and advisor economics. Focus on building a qualified pipeline, leading long-cycle negotiations, closing letters of intent, and delivering $1.5 billion to $2.5 billion in recruited client assets annually.
Location: Dallas, TX, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.
What you will do
- Recruit independent financial advisors and own relationships from qualified lead through letter of intent and signed agreement.
- Lead structured recruiting conversations, adapting between platform-led and economics-led discussions.
- Deliver financial proposals, conduct home office visits and reference calls, and co-lead legal consultations.
- Coordinate clean handoffs into transitions with complete deal records.
- Operate across recruiting pipelines as the channel-deployment model evolves.
- Maintain CRM pipeline hygiene and forecast accuracy.
Requirements
- Seven or more years of experience recruiting or selling to independent financial advisors, or equivalent wealth management business development experience.
- Documented success recruiting advisor practices and owning a personal recruited-asset production target.
- Strong understanding of independent-channel economics and the competitive platform landscape.
- Consultative sales discipline across long sales cycles with multiple decision-makers.
- Ability to advise practice owners as a credible peer and business consultant.
- Bachelor's degree required.
Culture & Benefits
- Full-time role in a family-like, people-first environment.
- Opportunities for professional growth within a hyper-growth company.
- Competitive compensation package and benefits for employees and their families.
- Support for independent agents serving clients across the United States.
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