SVP, Firm Development

About the role

This leader will drive growth across a portfolio of independent life insurance and wealth advisory firms, combining relationship management, recruiting, and sales execution. The role will partner closely with internal resources, carriers, and firm leaders to support tailored service delivery and revenue expansion. This is a highly cross-functional position focused on strengthening firm performance, deepening partnerships, and helping build scalable growth across the organization.

Responsibilities

• Recruit and develop a portfolio of 30–40 independent life insurance and wealth advisory firms
• Tailor the company’s resources to address individual firm needs
• Establish revenue growth plans for each firm in the portfolio
• Participate in team recruiting and sales campaigns to drive results
• Collaborate with carriers to enhance firm services and product offerings

Qualifications

• Minimum 5 years in the life insurance industry
• Proven business development track record with leading firms
• Strong teamwork skills for collaboration on recruiting and sales initiatives
• Ability to leverage product experts and resources from partnerships
• Excellent communication and customer service skills

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company matching eligibility
• Collaborative and creative work environment that promotes employee growth

Pay

$160,000 – $200,000 annually

Location: Remote – US-based candidates only; no visa sponsorship available