Want to help financial advisors tackle the healthcare questions their clients face at every stage of life, and build the engine that brings that solution to thousands more advisors? Move Health is looking for a Business Development Lead to turn the advisors and firms who already know us into active, growing accounts, and to write the playbook for how we grow.
You’ll work side-by-side with our Advisor Success team, Health Plan Advisors, and Operations & Enablement. You’ll have real conversations with advisors and firm leaders every day, learn what moves them to act, and shape the playbook as you go. This is a hands‑on role with your own number from day one, and room to grow into leading our BDR team as we scale.
Location: Evansville, IN or remote
Reports to: Senior Director of Growth
Move Health is the premier healthcare planning solution for forward‑thinking financial advisors and their clients across the country. Our platform bridges the gap between comprehensive financial planning and expert healthcare planning guidance, creating a seamless experience for advisors and their clients.
We’re a fast‑growing team that is passionate about delivering exceptional value and building strong, lasting partnerships with our financial advisor users and their clients. If you’re ready to make a meaningful impact at the intersection of fintech and healthtech, we’d love to hear from you.
Inside sales and account growth
- Work our existing advisor users and partner firms to drive adoption, reaching advisors who have signed up but aren’t yet planning with HealthPlanner or referring to our Health Plan Advisors
- Grow within current RIA and enterprise accounts by finding the next advisors, offices and teams who can use Move Health
- Follow up quickly and consistently on inbound leads, demo requests, and event and webinar attendees
- Qualify interest and book meetings to communicate the value of Move Health
- Log every call, email and outcome in Pipedrive so pipeline data stays clean and trustworthy
Targeted outreach
- Reach selected new firms by phone, email, and LinkedIn where we have a clear reason to talk, such as firms connected to current users or already in our pipeline
- Research accounts and contacts so every conversation starts with something relevant to that advisor
Playbook and process
- Write, test, and improve call scripts, Lemlist sequences, and objection handling
- Help set qualification criteria and the handoff from BDR to Account Executives and Advisor Success
- Partner with Operations & Enablement on lead routing, list quality, and weekly reporting
- Share what you hear on the phones with marketing and product: objections, buyer language, and the questions advisors keep asking
Growing the team
- As the motion proves out, help define the hiring profile for additional BDRs, and help onboard and coach them
- Help build a clear career path from BDR to Account Executive and Advisor Success roles, so strong reps see where great work takes them
What we’re looking for
- 2–4 years in inside sales, BDR/SDR or account management, ideally in B2B SaaS, financial services or insurance, with a record of meeting or beating quota
- Bachelor’s degree in Business, Marketing, Communications or a related field preferred, or equivalent work experience
- Confidence in live conversations: you can earn a busy advisor’s attention on a first call and leave them wanting the next one
- Strong written outreach: short, specific emails that get replies
- Business sense: you understand how adoption, deal size, sales cycle and conversion drive revenue, and you use that to decide where to spend your time
- Hands‑on experience with a CRM and sales engagement tools; Pipedrive and Lemlist are a plus
- Comfort with the pace and ambiguity of a fast‑growing company
- Experience selling to financial advisors, RIAs or wealth firms, or familiarity with health insurance such as Medicare, is preferred
- A desire to lead, with experience mentoring or onboarding peers
What we offer
- Competitive base salary with an aggressive performance‑based incentive structure
- 401k with 4% employer match
- The opportunity to build the sales motion of a fast‑growing company, and grow with it
- A collaborative team that values innovation, accountability, and progress over perfection