Hybrid Biz Dev Associate — Warm Leads & Growth Path

Aon plc; Stamford, Northern (CT, KY); Hybrid; USD 48,000 - 55,000; Full time

Benefits offered by this job

401(k) with match

PTO and paid holidays

Health & wellness programs

Discount programs

Job summary

NFP is seeking a Business Development Associate in Stamford, CT, to collaborate with Relationship Managers in promoting growth through warm leads, referrals, and documented prospect interactions. This role emphasizes a regulated, compliant process with no cold outreach and offers a clear path to RM progression based on licensing progress and performance.

The position is hybrid, with responsibilities spanning prospect engagement, pipeline management, and collaboration across teams to ensure a

Qualifications

• Bachelor's degree preferred or equivalent experience.
• 1-3 years of experience in business development, sales support, client service, financial services, or related field.
• Strong communication, relationship-building, organization, and multitasking skills.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Perform outreach to warm prospects sourced from referrals, COIs, inbound inquiries, RM networks, and approved lead sources.
• Respond to inbound inquiries and assess prospect interest.
• Gather preliminary information and coordinate introductions with the RM.
• Schedule meetings, maintain follow-up activities, and document prospect interactions in firm systems.
• Support growth efforts within existing client and professional networks.
• Direct prospect activity and pipeline progress during the client acquisition process.
• Ensure accurate documentation in MOSAIC and other sanctioned CRM tools.
• Track prospect progression, coordinate follow-up, and find opportunities requiring RM attention.
• Support process improvements that enhance sales effectiveness and client acquisition.
• Assist with information gathering and coordination throughout the prospect and onboarding process.
• Help ensure a professional experience for prospective clients.
• Collaborate with RMs and Client Service Associates to ensure a seamless transition from prospect to client.
• Ensure adherence to firm policies, regulatory requirements, and business development procedures.
• Collaborate closely with RMs, Client Service Associates, Practice Management, and Sales Leadership.

Skills

Communication

Relationship-building

Organization

Multitasking

CRM proficiency

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

CRM systems (Salesforce)

Job description

NFP is seeking a Business Development Associate in Stamford, CT, to collaborate with Relationship Managers in promoting growth through warm leads, referrals, and documented prospect interactions. This role emphasizes a regulated, compliant process with no cold outreach and offers a clear path to RM progression based on licensing progress and performance.

The position is hybrid, with responsibilities spanning prospect engagement, pipeline management, and collaboration across teams to ensure a