Head of Business Development

Responsibilities

• Own the day‑to‑day leadership of the Insurance Specialist team
• Lead weekly pipeline and activity reviews across quoting, applications, placement, and case quality
• Improve execution, case design, and advisor engagement across assigned accounts
• Partner with leadership on hiring, onboarding, performance management, and territory assignments
• Coach and develop specialists through training, ride‑alongs, and practical playbooks
• Hold team members accountable to business plans and execution standards
• Attract new RIA relationships and deepen existing firm partnerships
• Position the CBS value story with prospective firms and advance opportunities to leadership close
• Target the addition of one large, high‑quality RIA relationship per quarter
• Increase advisor participation, case volume, and product mix within existing accounts
• Lead strategic planning for key accounts, including executive outreach, joint calls, and roadshows
• Leverage conferences, referrals, and outbound efforts with strong preparation and follow‑up
• Serve as a senior liaison between Insurance Specialists, advanced sales, marketing, and leadership
• Translate growth strategy into clear execution across teams
• Partner with marketing on advisor‑facing initiatives, messaging, and conference strategy
• Collaborate with advanced planning on complex cases and escalations
• Participate as a member of the CBS Brokerage leadership team

Requirements

• 3+ years of experience as a life or annuity wholesaler or similar senior insurance role
• Strong technical insurance knowledge and case design expertise (Life, Annuity, LTC and Disability)
• Proven ability to lead, coach, and manage professionals
• Experience working directly with financial advisors and senior firm leadership
• Strong executive presence and communication skills
• Experience working at a brokerage general agency (BGA)
• Excellent communication skills with the ability to influence stakeholders at all levels
• Series 6 and Series 63
• Life and Health License
• Bachelor's degree

Benefits

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Compensation

• Salary: USD 130,000 - 150,000 per year
• Bonus opportunity based on the company's annual performance

Application Question

• Are you securities licensed

Relocation

Shakopee, MN 55379: Relocate before starting work (Required)

Willingness to Travel

25% (Required)

Work Location

In person