6 дней назад
Business Development Consultant (Financial & Insurance Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Consultant (Financial & Insurance Services): Developing consumer lead-generation programs and scalable business infrastructure for financial advisors with an accent on digital marketing, referral strategies, CRM systems, and advisor coaching. Focus on building lead capture and conversion workflows, integrating AI and automation, and measuring pipeline growth, acquisition costs, revenue, and ROI.
Location: Scottsdale, Arizona, United States
Company
is an independent distributor of life, health, and wealth insurance products with an insurtech focus, supporting independent agents and clients nationwide.
What you will do
- Develop consumer lead-generation strategies across digital marketing, social media, events, seminars, webinars, referrals, networking, email campaigns, and partnerships.
- Build and optimize systems for lead capture, qualification, nurturing, appointment setting, follow-up, and conversion.
- Help financial advisors improve prospecting, referrals, networking, client acquisition, and business-development strategies.
- Coach advisors and business-development teams through presentations, workshops, seminars, educational programs, and training sessions.
- Evaluate CRM systems, marketing automation, workflows, sales processes, and operational infrastructure.
- Develop KPIs and reporting for lead generation, pipeline growth, conversion, revenue, client acquisition costs, and ROI while identifying AI and automation opportunities.
Requirements
- 5+ years of experience in business development, financial services, insurance, marketing, sales, consulting, or a related field.
- Proven experience generating consumer leads and new business.
- Experience with digital, referral, event, networking, or partnership-based lead generation.
- Experience coaching or training financial advisors, sales professionals, or business-development teams.
- Strong presentation, communication, and relationship-building skills.
- Experience with CRM, marketing automation, and analytics.
Culture & Benefits
- Family-like environment with a people-first culture.
- Hyper-growth company with professional development opportunities.
- Competitive compensation package and benefits for employees and their families.
- Support for independent agents serving clients nationwide.
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