Cavalier Associates ยท 1 day ago
Business Development Associate
LA Metro Area
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $70K/yr
2+ years expCavalier Associates is seeking a Business Development Associate focused on Life, Annuity, LTC & Financial Planning. The role involves expanding the network of financial advisors and insurance professionals through prospecting, relationship-building, and marketing initiatives.
InsuranceLife Insurance
Hiring Manager
David A. Beas
Responsibilities
Assist with identifying and sourcing prospective financial advisors, insurance professionals, and agencies
Assist with the development, launch, attendance, and follow-up of Southern California events
Build, nurture, and maintain long-term relationships with new advisors
Serve as a key point of contact and support through onboarding and early engagement
Grow and manage social media presence (LinkedIn, Instagram, etc.)
Distribute marketing content (provided and/or self-created) to expand advisor reach and engagement
Promote educational events and strategic planning opportunities through digital channels
Gain working knowledge of brokerage life insurance products and carrier differences
Build and expand your knowledge of: Underwriting processes and positioning, Life insurance case design, Business, tax, and estate planning strategies
Qualification
Required
Life Insurance Licensed
2+ years in a life insurance sales role
Highly self-motivated, competitive, and coachable
Strong communication and interpersonal skills
Ambition to grow into a more senior role in business development and marketing
Preferred
Formal sales training
Understand and appreciate business development and marketing of individual insurance products
Experienced in creating content or hosting webinars/live events
Bilingual
Company
Cavalier Associates
Cavalier Associates is a Insurance company
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase