About this opportunity
Director of Business Development
About First Element Insurance Planners
First 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=copy
Reports To
Managing Director
The Opportunity
This 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 Do
- Build 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 For
- Self-motivated and results-oriented
- Comfortable with a high volume of outbound activity
- Strong collaborator who works well within a team environment
- Comfortable working independently with a high degree of autonomy
- Exceptional communicator able to simplify complex concepts
- High level of personal and professional integrity
- Strong relationship-builder with excellent interpersonal skills
- Professional presence and credibility with financial advisors
What You'll Need
- Bachelor’s degree, preferably in a business-related field
- Experience in business-to-business sales or business development
- Experience presenting to individuals and groups, both virtually and in person
What Can Set You Apart
- Experience working with affluent clients
- Experience working within an RIA or serving RIAs as clients
- CFP® or JD designation
Compensation & Benefits
- Competitive base salary plus incentive compensation
- Significant opportunity for increased earnings in subsequent years based on performance
- 100% employer-paid medical and long-term disability insurance
- Substantial, low-cost retirement plan with company match
- Voluntary life, vision, and dental insurance
- FSA eligibility for full-time employees
Position Details
Full-time, employee position
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