Business Development Consultant
Core
Recruit, onboard, coach, and develop experienced financial advisors to build holistic practices in life/health insurance and wealth products.
Role type
Senior IC Business Development Consultant (Advisor Development)
Builds
A network of experienced financial advisors delivering insurance and wealth solutions
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
recruiting and onboarding, coaching and mentoring, performance management, business planning, sales strategy, market analysis, regulatory compliance, stakeholder management
Preferred skills
prior experience as an advisor, professional financial designations, leading large-scale change
Technologies
digital tools for practice management
Responsibilities
Source and recruit experienced advisors with established practices; oversee onboarding plans; coach advisors on business planning and sales execution; monitor advisor performance against targets; ensure regulatory compliance and manage corrective actions; partner with recruiting and district teams on events and strategy.