Business Development Associate

Broad Reach Partners; Atlanta (GA); On-site; USD 42,000 - 65,000; Full time

Job summary

Broad Reach Partners is seeking an energetic professional to launch a career in sales and business development within the financial services arena. You’ll reach out to insurance agents and financial advisors, learn their business goals, and generate qualified leads for the sales team.

The role emphasizes relationship-building, initiative, and a structured, persistent approach to opening doors and developing opportunities for a long-term career in business development and sales.

Qualifications

• 1–2 years of professional experience, ideally after college.
• Outgoing, confident, and comfortable talking with new people.
• Strong communication and relationship-building skills.
• Motivated by a sales-driven environment and persistent follow-up.

Responsibilities

• Make 30–40 outbound calls per day to insurance agents and financial advisors.
• Build relationships with prospective advisors and understand their business, needs, and goals.
• Identify opportunities involving annuities, life insurance, case design, and other financial solutions.
• Qualify prospects and connect strong opportunities with the appropriate sales professional.
• Follow up consistently with prospects and develop relationships over time.
• Attend conferences, networking events, and company programs to meet prospective advisors.
• Maintain accurate prospect and activity information in the CRM.
• Work closely with the sales team on recruiting, lead generation, and business-development initiatives.
• Represent the company professionally and communicate the value and resources available to financial professionals.

Skills

Communication

Relationship building

Prospecting

Persistence

Organizational skills

Job description

This is an exciting opportunity to launch your career in sales and business development with our client, a growing financial services organization led by a legendary former NFL quarterback and Pro Football Hall of Famer who has built an impressive second career in business.

Our client is looking for an outgoing, driven professional—ideally 1–2 years out of school— who enjoys meeting people, building relationships, and creating new business opportunities.

You’ll join a competitive, sales-focused environment where initiative, persistence, and results are recognized and rewarded. Your primary focus will be connecting with insurance agents and financial advisors, learning about their businesses and goals, identifying potential opportunities, and generating qualified leads for the sales team.

This is a great opportunity for someone who wants to learn the financial services industry, sharpen their sales skills, and build a long-term career in business development and sales.

What You’ll Do

• Make 30–40 outbound calls per day to insurance agents and financial advisors.
• Build relationships with prospective advisors and understand their business, needs, and goals.
• Identify opportunities involving annuities, life insurance, case design, and other financial solutions.
• Qualify prospects and connect strong opportunities with the appropriate sales professional.
• Follow up consistently with prospects and develop relationships over time.
• Attend conferences, networking events, and company programs to meet prospective advisors.
• Maintain accurate prospect and activity information in the CRM.
• Work closely with the sales team on recruiting, lead generation, and business-development initiatives.
• Represent the company professionally and communicate the value and resources available to financial professionals.

What We’re Looking For

• 1–2 years of professional experience, ideally following college.
• Outgoing, confident, and comfortable talking with new people.
• Strong communication and relationship-building skills.
• Competitive, motivated, and energized by a sales-driven environment.
• Organized and persistent with strong follow-up skills.
• Comfortable speaking with experienced financial professionals.
• Prior sales, business development, insurance, or financial-services experience is a plus—but attitude, energy, and potential are most important.

You don’t need to be a seasoned salesperson or a closer. Your job is to open doors, build relationships, uncover opportunities, and get qualified prospects into the sales process.

Why Join Our Client?

This is a chance to build your career—not just get a job.

Our client is an established, entrepreneurial financial-services organization with a strong reputation for helping independent financial advisors grow their businesses. The company combines the resources and opportunities of an established organization with a personal, relationship-driven culture and entrepreneurial spirit.

The culture is built around relationships, hard work, innovation, and personal accountability. For the right person, this is an opportunity to learn from experienced sales professionals, build a valuable network, develop real-world sales skills, and grow into a larger role within the organization.

If you’re competitive, driven, curious, and hungry to succeed, this could be an outstanding place to launch your sales career.