AVP, Business Development — Growth & Partnerships

Carson Group; Omaha (NE); On-site; USD 75,400 - 114,950; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Parental Leave

Sabbatical Leave

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Disability Insurance

Wellbeing programs

Job summary

Carson Group in Omaha, NE seeks an AVP, Business Development to lead lead generation, cultivate advisor relationships, and drive regional sales. You will collaborate with VPs and national leaders to fill the pipeline and exceed targets.

The role requires a proven sales record in financial services, strong communication, and travel readiness; FINRA 65, CFP/CIMA preferred; base salary plus bonus and comprehensive benefits.

Qualifications

• Proven track record of achieving lead generation objectives.
• Strong organizational and follow-up skills.
• Thorough knowledge of the financial services industry.
• Ability to work independently and in a team environment.
• Excellent verbal and written communication skills.
• Proficient in Excel, Word, PowerPoint.
• Willing to travel and work weekends.

Responsibilities

• Generate leads for the sales team using various prospecting techniques.
• Fill and manage the Sales Pipeline with your territory.
• Support sales process from prospecting phase to conversion.
• Identify prospects and build relationships with Carson Group Partners.
• Leverage Carson Group Partner resources to achieve quarterly and annual targets.
• Coordinate successful Prospect events with Event Producer.
• Follow the company's sales process.
• Participate in weekly sales team meetings and training.
• Collaborate with BD team to drive sales.
• Participate in training and continuing education requirements.
• Perform duties to maintain and grow profitable business within the defined region.
• Demonstrate Carson Core Values.
• Position will travel nationally as needed.

Skills

Lead generation

Organizational skills

Industry knowledge

Independent work

Communication skills

MS Office

Travel readiness

Education

Bachelor’s degree or higher

Tools

FINRA Series 65 preferred

Job description

Carson Group in Omaha, NE seeks an AVP, Business Development to lead lead generation, cultivate advisor relationships, and drive regional sales. You will collaborate with VPs and national leaders to fill the pipeline and exceed targets.

The role requires a proven sales record in financial services, strong communication, and travel readiness; FINRA 65, CFP/CIMA preferred; base salary plus bonus and comprehensive benefits.