Business Development Consultant - Financial & Insurance Services

Business Development Consultant | Financial & Insurance Services

We are seeking a Business Development Consultant to help drive growth for financial advisors and build the infrastructure needed to scale the business.

This role combines consumer lead generation, business development, best-practice coaching, presentations, process improvement, technology, and AI integration. The ideal candidate understands how to help advisors attract, engage, and convert more qualified prospective clients while building scalable systems to support growth.

Key Responsibilities

• Develop and execute strategies to generate qualified consumer leads and prospective clients for financial advisors.
• Build lead-generation programs across digital marketing, social media, educational events, seminars, webinars, referrals, networking, email campaigns, and strategic partnerships.
• Develop and optimize campaigns designed to connect consumers with financial advisors for retirement planning, wealth management, insurance, investment, and financial planning needs.
• Build systems for lead capture, qualification, nurturing, appointment setting, follow-up, and conversion.
• Help advisors improve their prospecting, referral, networking, and client-acquisition strategies.
• Track lead sources, conversion rates, appointment rates, client acquisition costs, and ROI.
• Develop strategic relationships with organizations and professionals that can generate consumer referrals.
• Provide best-practice coaching to advisors and team members on prospecting, sales, client engagement, and business development.
• Conduct training sessions, workshops, seminars, and presentations for advisors, prospects, referral partners, and consumers.
• Evaluate and improve CRM systems, marketing automation, workflows, and sales processes.
• Identify opportunities to use AI and automation for lead generation, prospect research, personalized marketing, follow-up, appointment scheduling, and advisor productivity.
• Help establish scalable systems, processes, and infrastructure to support a growing advisor network.
• Develop KPIs and reporting to measure lead generation, pipeline growth, conversion, revenue, and ROI.
• Work directly with leadership to identify new markets, consumer opportunities, partnerships, and growth initiatives.
• Coach advisors and businesses on how to build scalable infrastructure, including business processes, workflows, technology, CRM systems, marketing systems, operational procedures, and performance-management frameworks.
• Assess existing business infrastructure and identify opportunities to improve systems, processes, technology, staffing, workflows, and accountability to support growth.
• **Develop and deliver professional presentations, educational programs, workshops, seminars, and training sessions for advisors, business owners, prospects, etc.

Requirements

• 5+ years of experience in business development, financial services, insurance, marketing, sales, consulting, or a related field.
• Proven experience generating consumer leads and new business.
• Experience developing digital, referral, event, networking, or partnership-based lead-generation strategies.
• Experience coaching or training financial advisors, sales professionals, or business-development teams.
• Strong presentation, communication, and relationship-building skills.
• Experience with CRM, marketing automation, analytics

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.