Business Development Consultant (B2B Wholesale Insurance)

What you’ll do: Prospect consistently and develop relationships with financial advisors, RIAs, insurance professionals, employee benefits advisors, CPAs, and other professional partners. Meet with advisors to understand their practices, identify opportunities, and show how BUI can support their clients. Grow a territory through outbound calls, meetings, presentations, referrals, and follow-up. Work with BUI’s case design, underwriting, and advanced planning teams to bring practical solutions to advisors. Manage ongoing advisor relationships and help turn initial opportunities into long-term partnerships. Track activity, opportunities, and follow-up in Salesforce.

What we're looking for: A motivated, self-starter A proven ability to initiate conversations, prospect consistently, and develop B2B relationships. Experience in insurance or financial services wholesaling, or a closely related advisor facing role. Strong communication and presentation skills, with the ability to earn the trust of experienced professionals. The organization and self-direction to manage a territory and follow through on opportunities. A bachelor’s degree (or better)FINRA registration and/or a CFP designation is a plus. What BUI offers Competitive base salary commensurate with work experience, plus performance incentives. An established business and internal resources to support the relationships you build. Employer-paid health and disability coverage and a retirement plan with a company match for the employee. Company-paid office, equipment, professional memberships, and licensing expenses. A structured training period with mentorship from an experienced team. BUI has supported insurance professionals and financial advisors for more than 50 years. We are a privately held, collaborative company where business development consultants can focus on growing advisor relationships while working alongside specialists who help get cases across the finish line. To apply, please submit your résumé and tell us briefly about the types of professional relationships you have developed and how you built them.