Strategic Growth & Referrals Specialist

AON PLC; Stamford (CT); Hybrid; USD 48,000 - 55,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP is seeking a Business Development Associate in a hybrid role based in Stamford, CT. You will work with a Relationship Manager to grow opportunities from warm leads, COIs, and inbound inquiries, guiding prospects through the sales process and coordinating introductions.

You will support pipeline management, reporting, and the RM growth strategy, while ensuring compliance and a professional onboarding experience for clients. Some travel may be required.

Qualifications

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

Responsibilities

• Prospect Development & Engagement: outreach to warm prospects from referrals, COIs, inbound inquiries, RM networks, and approved sources; respond to inbound inquiries; gather information and coordinate introductions with the RM; schedule meetings and document interactions; support growth within existing networks.
• Sales Process & Pipeline Management: direct prospect activity and pipeline progress; ensure documentation in MOSAIC and CRM tools; track progression and follow-up; identify opportunities for RM.
• Business Development Support: investigate referral prospects and growth activities; track involvement and indicators; produce reports on activity and conversion trends; support RM growth strategies.
• Client Acquisition Support: assist with information gathering and onboarding; ensure a professional experience; collaborate with RMs and CSAs for a seamless transition; ensure compliance with policies and regulations.
• Team Collaboration: collaborate with RMs, CSAs, Practice Management, and Sales Leadership; participate in reviews and projects; share guidelines and improvement recommendations.
• Success Measures: warm lead outreach effectiveness; qualified opportunities; appointment quality; pipeline management and CRM accuracy; responsiveness; regulatory compliance; collaboration with RMs.

Skills

Communication skills

Relationship building

Organization

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Microsoft Office

Salesforce (preferred)

Job description

NFP is seeking a Business Development Associate in a hybrid role based in Stamford, CT. You will work with a Relationship Manager to grow opportunities from warm leads, COIs, and inbound inquiries, guiding prospects through the sales process and coordinating introductions.

You will support pipeline management, reporting, and the RM growth strategy, while ensuring compliance and a professional onboarding experience for clients. Some travel may be required.