Business Development Consultant

Role Overview

We are seeking a Business Development Consultant to help drive growth for financial advisors and build the infrastructure needed to scale the business. This role combines consumer lead generation, business development, best-practice coaching, presentations, process improvement, technology, and AI integration.

What You Will Do

Develop and execute strategies to generate qualified consumer leads and prospective clients for financial advisors, build lead-generation programs, and track lead sources, conversion rates, appointment rates, client acquisition costs, and ROI.

Why It Might Be a Fit

The ideal candidate understands how to help advisors attract, engage, and convert more qualified prospective clients while building scalable systems to support growth.

Requirements

• 5+ years of experience in business development, financial services, insurance, marketing, sales, consulting, or a related field.
• Proven experience generating consumer 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.

Benefits

• Competitive compensation package
• Benefits that make work more fun and give you and your family peace of mind