Market Developer

TL;DR

Market Developer (Financial Services): Provide sales mentorship, practice guidance, and joint field work to increase productivity for financial advisors and sales roles with an accent on launching new advisors and supporting existing teams. Focus on coaching sales processes, tool usage like Salesforce and hirify.global platforms, marketing plans, and compliance to deliver purpose-based client advice.

Location: US-based role requiring state securities and insurance licensing in relevant states, flexibility to travel within the region up to 50% (may include overnight), must have own vehicle for business

Salary: $104,000 - $130,000 (base + bonus + incentives, varies by location and performance)

Company

Financial services organization focused on holistic, purpose-based financial advice and helping clients live balanced lives.

What you will do

• Conduct joint fieldwork with new financial advisors, provide feedback, case support, and coach on sales tools like Salesforce and hirify.global platforms.
• Help advisors set sales goals, analyze gaps, develop marketing plans leveraging relationships and communities.
• Support existing teams in onboarding new sales roles and addressing development needs.
• Collaborate with leadership on talent referrals, market plans, and advisor progress.
• Facilitate connections for additional support and execute advisor growth plans with community engagement.

Requirements

• Four-year college degree strongly preferred
• Demonstrated sales track record in L/H/A, investments, and purpose-based advice
• Experience leading groups, presenting, and facilitating advisor success concepts
• FINRA Series 7, 63/65 or 66 required (or within 90 days); state insurance licensed in life, health, variable lines (or within 90 days); registered in all relevant states
• Experience with hirify.global tools, Salesforce; ability to coach using technology
• Satisfactory background check, clean compliance record; flexibility for regional travel up to 50% and evening work; own vehicle required

Culture & Benefits

• Market-competitive compensation with base, bonus, incentives
• Medical, dental, vision insurance; HSA, FSA; 401k, pension; life/disability insurance
• 20 days PTO, sick/safe time, 10 paid holidays, volunteer time off, paid parental leave, EAP, well-being benefits
• Commitment to EEO, reasonable accommodations for disabilities