B2B Wholesale Insurance Growth Consultant

InsurTech Express, LLC; St. Louis (MO); Híbrido; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and disability coverage

Retirement plan with company match

Company-paid office and equipment

Resumo da oferta

BUI in St. Louis, Missouri seeks a Business Development Consultant to build advisor relationships and help clients with insurance needs. This advisor-facing, B2B sales role leverages an established brokerage support system.

You will develop your own territory with backing from underwriting and planning teams to tailor solutions for advisors and their clients. The position offers a base salary plus incentives, with opportunities for growth and access to internal resources and mentorship to help

Qualificações

• Self-starter capable of initiating conversations and driving results.
• Proven ability to develop B2B relationships and networks with advisors.
• Experience in insurance or financial services wholesaling or advisor-facing roles.
• Strong communication and presentation skills to earn trust of professionals.
• Organized and self-directed to manage a territory and close opportunities.
• FINRA registration and/or a CFP designation is a plus.

Responsabilidades

• Prospect consistently and develop relationships with financial advisors, RIAs, and insurance professionals.
• Meet with advisors to understand practices, opportunities, and solutions you can offer.
• Grow a territory through outbound calls, meetings, and referrals.
• Collaborate with underwriting and planning teams to tailor solutions for clients.
• Manage ongoing advisor relationships and convert opportunities into partnerships.
• Track activity and opportunities in Salesforce.

Conhecimentos

Self-starter

Prospecting

B2B sales

Communication skills

Territory management

CFP/FINRA bonus

Ferramentas

Salesforce

Descrição da oferta de emprego

• Business Development Consultant (B2B Wholesale Insurance)

Business Development Consultant (B2B Wholesale Insurance)

About the job

Business Development Consultant (B2B Wholesale Insurance)

BUI | St. Louis, Missouri

BUI is looking for a business development professional who enjoys building relationships with financial advisors and helping them solve their clients’ insurance needs. This is an advisor facing, B2B sales role with an established insurance brokerage firm. You will develop your own territory, supported by experienced case design, underwriting, and advanced planning teams.

Whether you’re an experienced external wholesaler, an internal wholesaler ready to build your own territory, or a life insurance agent who enjoys the business but wants a stable base salary and a market beyond your personal network, BUI offers the support to build lasting relationships with professional advisors.

What you’ll do

• Prospect consistently and develop relationships with financial advisors, RIAs, insurance professionals, employee benefits advisors, CPAs, and other professional partners.
• Meet with advisors to understand their practices, identify opportunities, and show how BUI can support their clients.
• Grow a territory through outbound calls, meetings, presentations, referrals, and follow-up.
• Work with BUI’s case design, underwriting, and advanced planning teams to bring practical solutions to advisors.
• Manage ongoing advisor relationships and help turn initial opportunities into long-term partnerships.
• Track activity, opportunities, and follow-up in Salesforce.

What we’re looking for

• A motivated, self-starter
• A proven ability to initiate conversations, prospect consistently, and develop B2B relationships.
• Experience in insurance or financial services wholesaling, or a closely related advisor facing role.
• Strong communication and presentation skills, with the ability to earn the trust of experienced professionals.
• The organization and self-direction to manage a territory and follow through on opportunities.
• FINRA registration and/or a CFP designation is a plus.

What BUI offers

• Competitive base salary commensurate with work experience, plus performance incentives.
• An established business and internal resources to support the relationships you build.
• Employer-paid health and disability coverage and a retirement plan with a company match for the employee.
• Company-paid office, equipment, professional memberships, and licensing expenses.
• A structured training period with mentorship from an experienced team.

BUI has supported insurance professionals and financial advisors for more than 50 years. We are a privately held, collaborative company where business development consultants can focus on growing advisor relationships while working alongside specialists who help get cases across the finish line.

To apply, please submit your résumé and tell us briefly about the types of professional relationships you have developed and how you built them.