Business Development Focus
Beginner-level associates here open doors: new conversations, new households, and new referral paths. You are not managing a legacy book — you are building one, with coaching that treats business development as a skill you can practice daily.
Company Context
We operate an insurance and financial planning firm known for energetic collaboration. Entrepreneur Magazine has recognized the workplace twice; Glassdoor and Indeed scores are consistently strong; six consecutive Inc. 5000 appearances and Forbes features confirm the growth story is real.
Associate Activities
- Initiate and nurture first-touch conversations with pre-qualified prospects.
- Map decision-makers, timelines, and household priorities.
- Present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospective clients as you develop new business relationships.
- Run crisp virtual discovery and proposal meetings.
- Document next steps so every opportunity stays visible to your mentor.
- Ask for referrals as part of every successful engagement.
Development Environment
Plan roughly 3–4 high-impact days. Work a qualified pipeline without cold calling. Use no-cost beginner training, modern platforms, and direct mentorship.
Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.
Pay is high commission-only and tracks the new business you originate. If building something from zero energizes you, apply and describe why business development fits you.