Business Development Associate

About the Opportunity

This is an exciting opportunity to launch a career in sales and business development with our client, a growing financial-services organization. We’re looking for an outgoing, motivated professional—ideally 1–2 years out of school—who enjoys meeting people, building relationships, and creating new business opportunities.

You’ll work in a competitive, sales-driven environment where initiative, persistence, and results are valued and rewarded. In this role, you’ll connect with insurance agents and financial advisors, learn about their businesses and goals, identify opportunities, and introduce qualified prospects to our sales team.

This is a great opportunity for someone who wants to learn the financial services industry, develop strong sales skills, and build a long-term career.

What You’ll Do

• Make 30–40 outbound calls per day to insurance agents and financial advisors.
• Build relationships with prospective advisors and understand their business, needs, and goals.
• Identify opportunities involving annuities, life insurance, case design, and other financial solutions.
• Qualify prospects and connect strong opportunities with the appropriate sales professional.
• Follow up consistently with prospects and develop relationships over time.
• Attend conferences, networking events, and company programs to meet prospective advisors.
• Maintain accurate prospect and activity information in the CRM.
• Work closely with the sales team on recruiting, lead generation, and business-development initiatives.
• Represent the company professionally and communicate the value and resources available to financial professionals.

What We’re Looking For

• 1–2 years of professional experience, ideally following college.
• Outgoing, confident, and comfortable talking with new people.
• Strong communication and relationship-building skills.
• Competitive, motivated, and energized by a sales-driven environment.
• Organized and persistent with strong follow-up skills.
• Comfortable speaking with experienced financial professionals.
• Prior sales, business development, insurance, or financial-services experience is a plus—but attitude, energy, and potential are most important.

You don’t need to be a seasoned salesperson or a closer. Your job is to open doors, build relationships, uncover opportunities, and get qualified prospects into the sales process.

How Success Is Measured

• 30–40 outbound calls per day.
• At least 5 qualified opportunities per week.
• 2 new submitted cases per month during the first six months, increasing to 4–5 per month during the second six months.
• Consistent CRM activity and pipeline management.
• Strong follow-up with event and conference prospects.
• Development of new advisor relationships and business opportunities.

Why Join Our Client?

This is a chance to build your career—not just get a job.

Our client is an established, entrepreneurial financial-services organization with a strong reputation for helping independent financial advisors grow their businesses. The company combines the resources and opportunities of an established organization with a personal, relationship-driven culture and entrepreneurial spirit.

The culture is built around relationships, hard work, innovation, and personal accountability. For the right person, this is an opportunity to learn from experienced sales professionals, build a valuable network, develop real-world sales skills, and grow into a larger role within the organization.

If you’re competitive, driven, curious, and hungry to succeed, this could be an outstanding place to launch your sales career.