Business Development Consultant

Business Development Consultant Financial & Insurance Services

We are seeking aBusiness Development Consultantto help drive growth for financial advisors and build the infrastructure needed to scale the business.

This role combinesconsumer lead generation business development best-practice coaching presentations process improvement technology and AI integration. The ideal candidate understands how to help advisors attract engage and convert more qualified prospective clients while building scalable systems to support growth.

Key Responsibilities

• Develop and execute strategies to generatequalified consumer leads and prospective clientsfor financial advisors.
• Build lead-generation programs across digital marketing social media educational events seminars webinars referrals networking email campaigns and strategic partnerships.
• Develop and optimize campaigns designed to connect consumers with financial advisors for retirement planning wealth management insurance investment and financial planning needs.
• Build systems forlead capture qualification nurturing appointment setting follow-up and conversion.
• Help advisors improve their prospecting referral networking and client-acquisition strategies.
• Track lead sources conversion rates appointment rates client acquisition costs and ROI.
• Develop strategic relationships with organizations and professionals that can generate consumer referrals.
• Providebest-practice coachingto advisors and team members on prospecting sales client engagement and business development.
• Conducttraining sessions workshops seminars and presentationsfor advisors prospects referral partners and consumers.
• Evaluate and improve CRM systems marketing automation workflows and sales processes.
• Identify opportunities to useAI and automationfor lead generation prospect research personalized marketing follow-up appointment scheduling and advisor productivity.
• Help establish scalable systems processes and infrastructure to support a growing advisor network.
• Develop KPIs and reporting to measure lead generation pipeline growth conversion revenue and ROI.
• Work directly with leadership to identify new markets consumer opportunities partnerships and growth initiatives.
• Coach advisors and businesses on how to build scalable infrastructure including business processes workflows technology CRM systems marketing systems operational procedures and performance-management frameworks.
• Assess existing business infrastructure and identify opportunities to improve systems processes technology staffing workflows and accountability to support growth.
• **Develop and deliver professional presentations educational programs workshops seminars and training sessions for advisors business owners prospects etc.

Requirements

• 5 years of experience in business development financial services insurance marketing sales consulting or a related field.
• Proven experience generatingconsumer leads and new business.
• Experience developing digital referral event networking or partnership-based lead-generation strategies.
• Experience coaching or training financial advisors sales professionals or business-development teams.
• Strong presentation communication and relationship-building skills.
• Experience with CRM marketing automation analytics

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.