Corporate Development Associate
Corporate Development Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Summary
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their longterm financial goals. Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Summary
We are seeking a dynamic and personable Outbound Deal Sourcer to join our World class M&A team specializing in the independent Insurance Retail and Specialty Distribution vertical markets. The ideal candidate will be selfmotivated credible organized and personable.
Your mission will be to proactively source acquisition targets by identifying independent retail specialty and retirement/wealth related businesses consistently building relationships with business owners leadership teams and key industry stakeholders and further expanding Worlds ecosystem. Youll play a key role in impacting our deal pipeline and fostering relationships with potential partners who may lead you onto your next acquisition deal with less effort.
Responsibilities
Industry Research and Deal Sourcing
- Conduct research to identify businesses that meet Worlds deal criteria in the Insurance Retail Specialty Brokerage and Financial Services sector.
- Develop a thorough understanding of industry trends competitive dynamics and emerging technologies while conducting preliminary outreach.
- Maintain and expand a qualified list of proprietary acquisition suspects and interested targets to present the opportunity to join World.
Relationship Building
- Build relationships with founders owners executives and other key decisionmakers in target companies.
- Develop credibility and trust by demonstrating industry knowledge and professionalism.
- Stay topofmind with potential clients through regular meaningful touchpoints.
Pipeline Development
- Proactively use an omnichannel approach to promote the World within the industry.
- Develop a highlevel marketing strategy that includes the preparation and use of prospecting assets such as phone texting email LinkedIn HubSpot etc. to build pipeline.
- Generate qualified leads for potential acquisitions through outbound efforts such as cold outreach warm introductions and referral networks.
- Arrange early introduction meetings with the targets key decisionmaker and the Corporate Developments senior team.
- Maintain detailed records of outreach and progress in Salesforce.
Strategic Collaboration
- Work closely with internal M&A deal teams to align sourcing efforts with Worlds broader strategy and criteria.
- Provide feedback on market trends company needs and potential opportunities.
Experience
- 25 years of professional experience in insurance M&A Private Equity or Corporate Development preferred.
- Experience in origination deal sourcing inside sales business development or pipeline generation preferred.
- Strong interpersonal and communication skills both written and verbal.
- A strong interest to remain educated on innovations disruptions and valuations in the insurance and financial services sectors.
- Proficiency in CRM software and tools to manage pipeline activity.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
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Required Experience:
Manager
Employment Type
Full-Time
