BUI · 2 months ago
Financial Advisor Relationship Manager
Greater St. Louis
Full-time
Hybrid
Entry, Mid Level
2+ years expBUI is a premier wholesale distributor of life insurance and annuities, focused on supporting financial professionals. The Financial Advisor Relationship Manager will identify and develop relationships with financial professionals to introduce them to BUI’s insurance brokerage services, driving business growth through proactive engagement and education.
AdviceCommercial Real EstateConsultingFinancial ServicesInsuranceLife InsurancePersonal Finance
Responsibilities
Build & Strengthen Relationships – Proactively engage financial advisors, career agents, and other financial professionals to help them integrate insurance solutions into their practices
Educate & Consult – Demonstrate the benefits of partnering with BUI by showcasing our advanced planning resources, proprietary tools, and expert team
Drive Business Growth – Generate new business opportunities through one-on-one meetings, group presentations, and outreach efforts
Leverage Best-in-Class Tools – Utilize Salesforce CRM and other marketing resources to track engagement, manage relationships, and optimize outreach
Qualification
Required
Minimum 2 years of experience in B2B sales
Experience presenting financial or insurance related material
Preferred
A four-year degree in business, finance, or insurance is preferred
Series 6 and Series 63 or Series 7 and Series 66
A CFP designation
Life & Health License
Benefits
100% Employer-Paid Health Insurance for the Employee (plus short- & long-term disability)
Retirement Plan with Generous Company Match
Company-Paid Office Space, Equipment, Membership Fees, Licensing, & More
Structured Training & Dedicated Mentorship Program to set you up for success
Company
BUI
BUI enables advisors to employ life insurance, long term care insurance, and annuity products to address their clients' wealth transfer and protection concerns.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase