Business Development Manager

Director of Business DevelopmentAbout First Element Insurance PlannersFirst Element Insurance Planners (FEIP) serves as a strategic partner to fee-only Registered Investment Adviser (RIA) firms, adding deep insurance and estate planning expertise to the comprehensive financial planning process.With a specialized focus on objective risk management (life, long-term care, disability income insurance, annuities, and related solutions) and estate planning strategies (individual transfer tax and business planning), FEIP operates as an extension of an RIA’s team. Our goal is to make insurance planning thoughtful, objective, and seamless for advisors and their clients.Watch First Element’s Explainer Video:https://vimeo.com/1036025707?share=copyReports ToManaging DirectorThe OpportunityThis is a relationship-driven business development role focused on expanding First Element’s presence within the fee-only RIA channel.You will be responsible for initiating relationships with RIAs, earning their trust, guiding them through our insurance planning model, and developing long-term strategic partnerships. Success in this role directly impacts both firm growth and your earning potential.This is not a retail, point-of-sale position. The focus is on advisor engagement and building professional relationships, not presenting directly to the general public.What You’ll DoBuild Strategic Partnerships - Build meaningful relationships with fee-only financial planners and help them integrate insurance planning and risk management into their practices in a way that aligns with their fiduciary model.Develop Business Proactively - Initiate advisor relationships with a high volume of outbound prospecting, including calls to new prospects, personalized emails, and consistent follow-up. Start conversations with prospective partners, build relationships from the ground up, and maintain a disciplined approach to business development.Educate and Advise - Articulate the value of partnering with First Element by presenting our client-first approach, advanced planning capabilities, proprietary resources, and experienced team.Generate and Advance Opportunities - Drive new business through individual meetings, group presentations, and proactive outreach efforts.Manage and Track Growth - Leverage Salesforce CRM and related tools to monitor engagement, manage relationships, and refine outreach strategy.Who We’re Looking ForSelf-motivated and results-orientedComfortable with a high volume of outbound activityStrong collaborator who works well within a team environmentComfortable working independently with a high degree of autonomyExceptional communicator able to simplify complex conceptsHigh level of personal and professional integrityStrong relationship-builder with excellent interpersonal skillsProfessional presence and credibility with financial advisorsWhat You'll NeedBachelor’s degree, preferably in a business-related fieldExperience in business-to-business sales or business developmentExperience presenting to individuals and groups, both virtually and in personWhat Can Set You ApartExperience working with affluent clientsExperience working within an RIA or serving RIAs as clientsCFP® or JD designationCompensation & BenefitsCompetitive base salary plus incentive compensationSignificant opportunity for increased earnings in subsequent years based on performance100% employer-paid medical and long-term disability insuranceSubstantial, low-cost retirement plan with company matchVoluntary life, vision, and dental insuranceFSA eligibility for full-time employeesPosition DetailsFull-time, employee positionTo apply, please submit a chronologically ordered resume and either a cover letter or short video explaining how your background aligns with this role to Dan Sullivan at dsullivan@firstelementinsurance.com (MS Word or PDF format).