Corporate Development Associate
Corporate Development Associate
Posted on :
20-08-2025
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1 Vacancy
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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 long-term financial goals. Founded in 2011 World is one of the fastest-growing 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
Growth-minded Outbound Deal Sourcer to complement our world-class M&A Corporate Development team specializing in the wealth and retirement markets. The ideal candidate will be self-driven credible organized well-articulated and professionally persistent.
Your mission will be to proactively source acquisition targets by identifying independent Registered Investment Advisors consistently building relationships with business owners leadership teams and key industry stakeholdersfurther enriching Worlds ecosystem. Must be comfortable taking ownership of a highly visible and key role positively impacting Worlds proprietary deal pipeline and stimulating relationships with centers of influence who will bolster future proprietary acquisitions with less effort.
Responsibilities
Industry Research and Deal Sourcing
Relationship Building
Pipeline Development
Strategic Collaboration
Experience
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 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.
#LI-CM1
#LI-REMOTE
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 long-term financial goals. Founded in 2011 World is one of the fastest-growing 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
Growth-minded Outbound Deal Sourcer to complement our world-class M&A Corporate Development team specializing in the wealth and retirement markets. The ideal candidate will be self-driven credible organized well-articulated and professionally persistent.
Your mission will be to proactively source acquisition targets by identifying independent Registered Investment Advisors consistently building relationships with business owners leadership teams and key industry stakeholdersfurther enriching Worlds ecosystem. Must be comfortable taking ownership of a highly visible and key role positively impacting Worlds proprietary deal pipeline and stimulating relationships with centers of influence who will bolster future proprietary acquisitions with less effort.
Responsibilities
Industry Research and Deal Sourcing
- Identify and evaluate acquisition targets aligned with World Investment Advisors strategic criteria across Wealth Management and Retirement specializations.
- Possess the depth and breadth of industry trends competitive dynamics and emerging technologies fundamental for organic conversations while conducting preliminary outreach.
- Build expand and manage a pipeline of qualified prospects aligned with Worlds partnership modelcultivating relationships and presenting compelling opportunities to join Worlds growing platform..
Relationship Building
- Build relationships with founders owners executives and other key decision-makers in target companies.
- Develop credibility and trust by demonstrating industry knowledge and professionalism.
- Stay top-of-mind with potential new partners through consistent intentional touchpoints.
Pipeline Development
- Goal-oriented omnichannel approach to promote the World within the industry.
- Collaborate to advance a go-to-market strategy that includes the preparation and use of prospecting assets such as phone texting email LinkedIn HubSpot etc. to build pipeline.
- Originate qualified leads for proprietary acquisitions through outbound efforts such as cold outreach warm introductions and referral networks.
- Secure warm introduction meetings with targets key decision-maker/s and 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.
- Concisely articulate market trends company needs and potential opportunities.
Experience
- 2-5 years of professional experience in Wealth Advisory Corporate Development Insurance M&A or Private Equity preferred.
- Documented success showcasing extensive hands-on origination deal sourcing inside sales business development or pipeline generation preferred.
- Skilled in deadline-driven environments with strong emotional intelligence and communication skills both written and verbal.
- Proactive in remaining 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 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.
#LI-CM1
#LI-REMOTE
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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