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