Business Development Consultant

Integrity Marketing Group is a leading independent distributor of life, health and wealth insurance products, with a strong emphasis on insurtech and scalable growth for its network of agents. The company supports hundreds of thousands of independent agents nationwide and is actively expanding its reach across markets.

The Business Development Consultant role is an onsite, full-time position in Scottsdale, Arizona. It’s designed to help financial advisors attract, engage and convert more qualified clients while building the infrastructure needed to scale a growing practice. The mix includes consumer lead generation, coaching, presentations, process enhancement, technology and AI integration.

If you enjoy turning strategic ideas into repeatable systems, coaching teams to improve results, and partnering with leadership to explore new markets, this could be a fit for you.

Shaping growth for financial advisors

Day to day, the consultant designs and runs lead-generation programs that produce qualified consumer leads and prospective clients for financial advisors. These programs span digital channels, social media, educational events, seminars, webinars, referrals, networking, email campaigns and strategic partnerships to widen the funnel.

Campaigns are built to connect consumers with advisory services around retirement planning, wealth management, insurance, investments and comprehensive financial planning. The role also creates the behind-the-scenes systems for capturing leads, qualifying prospects, nurturing relationships, setting appointments, following up and converting interest into opportunities.

In addition, the consultant coaches advisors and teams on prospecting, referrals, networking and client acquisition, while refining CRM usage, marketing automation, workflows and sales processes. There’s a focus on measuring results and identifying opportunities to apply AI and automation for lead generation, prospect research, personalized marketing, follow-up and appointment scheduling. The aim is to establish scalable infrastructure that supports a growing advisor network and to develop KPIs and reporting for lead generation, pipeline growth, conversion, revenue and ROI.

Must-have requirements

Here's what the team expects from the right person.

• Five or more years of hands-on experience in business development or related fields such as financial services, insurance, marketing, sales or consulting
• Proven success in generating consumer leads and securing new business
• Experience building lead-generation programs across digital channels, referrals, events, networking and partnerships
• Background coaching or training financial advisors, sales professionals or business-development teams
• Strong presentation, communication and relationship-building abilities
• Familiarity with CRM systems, marketing automation and analytics

Pay, benefits and practical details

Integrity offers a competitive compensation package with benefits. This is a full-time, onsite role based in Scottsdale, AZ.

Headquartered in Dallas, Texas, Integrity serves agents and clients nationwide and meets people wherever they are, in person, over the phone or online.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Integrity will provide reasonable accommodations for qualified individuals with disabilities.

Advice for applicants

Lead with your five-plus years of relevant experience and your strongest win in generating consumer leads and new business.

Show you’ve built or led lead-generation programs that span digital channels, events, referrals and partnerships, with quantified results you can share.

Be ready to describe how you’ve coached or trained financial advisors or sales teams, including the approach you use and the outcomes you achieved.

Ask a smart question about the role’s future: what growth initiatives are planned next and which metrics will define success for this position?