Good Life Companies Jobs

Business Development and Community Relations Manager

Good Life Companies

Business Development and Community Relations Manager

Posted 19 Days Ago

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Keystone, FL, USA

In-Office

Mid level

Insurance • Financial Services

The Role

The role involves driving business development through outreach to referral partners, maintaining relationships, representing the firm at community events, and implementing sales strategies.

Summary Generated by Built In

Keystone Wealth Management

Position: Business Development & Community Relations Manager (Part-time)

Office Location: Seven Fields, PA (In-Office, 5X a week)

About Keystone Wealth Management

Keystone Wealth Management is a relationship-focused financial planning firm serving families and individuals throughout Seven Fields, Butler County, and the greater Pittsburgh region. Our mission is to help families build clarity, confidence, and long-term financial security through trusted advice and meaningful relationships.

Position Overview

Keystone Wealth Management is seeking a part-time Business Development & Community Relations Manager to lead local growth initiatives, expand professional referral partnerships, and increase brand visibility in the community.

This role is responsible for generating qualified opportunities through proactive outreach, strategic marketing efforts, and relationship cultivation. The ideal candidate is results-driven, highly professional, and confident representing a respected wealth management firm in both one-on-one and public settings.

This is an in-office role requiring both in-office presence in Seven Fields and frequent local travel throughout the Cranberry, Butler County, and North Pittsburgh region.

Key Responsibilities

· Develop new business by proactively reaching out to professional referral sources, including CPAs, attorneys, real estate professionals, insurance professionals, and other centers of influence

· Maintain and deepen relationships with existing referral partners through consistent touchpoints

· Represent Keystone Wealth Management at local networking events, community functions, and industry gatherings throughout Seven Fields and surrounding areas

· Implement an individual sales and outreach strategy aligned with firm goals to achieve monthly business development targets

· Conduct cold and warm outreach via phone, email, and in-person meetings

· Collaborate closely with Leadership to align outreach strategy, messaging, and brand presence

· Track outreach activity, referrals, and progress toward goals using CRM or internal systems

· Support social media presence and engagement strategies that reflect community initiatives.

· Work with firm leadership to create strategic plans for territory growth and client engagement.

What You Bring

· 4+ years of experience in business development, marketing, or relationship-based sales

· Experience within financial services, wealth management, insurance, banking, or professional services strongly preferred

· Strong understanding of the financial advisor landscape and referral-based growth models

· Proven ability to build trust and long-term professional relationships

· Highly organized with strong follow-through and accountability

· Excellent verbal and written communication skills

· Comfortable initiating outreach and handling objections professionally

· Self-motivated and performance-driven

· Proficiency with CRM systems and basic marketing tools

Schedule & Compensation

· Part-time, 16 -24 hours per week

· Combination of office (Keystone Wealth Management Office), fieldwork, and local travel (within roughly a 30 mile travel radius)

· Competitive hourly wage + performance-based incentives

Skills Required

4+ years of experience in business development, marketing, or relationship-based sales
Experience within financial services, wealth management, insurance, banking, or professional services
Strong understanding of financial advisor landscape and referral-based growth models
Proven ability to build trust and long-term professional relationships
Highly organized with strong follow-through and accountability
Excellent verbal and written communication skills
Comfortable initiating outreach and handling objections professionally
Self-motivated and performance-driven
Proficiency with CRM systems and basic marketing tools

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The Company

HQ: Reading, Pennsylvania

113 Employees

Year Founded: 2012

What We Do

Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout the lifecycle of their business, including a turnkey platform to launch their business; services to manage the practice; investment management, financial planning, and insurance services to grow their client relationships; and partnership to support strategies for growth and monetization. Securities offered through LPL Financial Member FINRA/SIPC. (www.finra.org/www.sipc.org) Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Companies and Good Life Advisors, LLC, are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.