Director, Business Development (Advisor Recruiting)

Posted One Month Ago
Be an Early Applicant
4 Locations
In-Office
Senior level
Insurance • Professional Services • Software • Financial Services
The Role
Recruit independent financial advisors to the platform, managing relationships from qualified lead through signed agreement. Responsibilities include leading recruiting conversations, presenting platform and financial proposals, conducting home office visits and reference calls, supporting legal consultations, maintaining complete deal records, and ensuring CRM pipeline hygiene and forecast accuracy. Success is measured by recruited client assets, speed to letter of intent, win rate, acquisition cost, and pipeline conversion.
Summary Generated by Built In

POS ITION SUMMARY
Integrity Wealth is seeking a Business Development Director to recruit independent financial advisors to the platform.
The Director owns the advisor relationship from qualified lead through signed agreement — leading discovery, platform
and financial proposals, home office visits, and final commitment — and represents Integrity's differentiated value
across life, health, wealth, and annuities to advisors evaluating their next platform. This is a net-new seat added to an
existing team of four.

KEY RESPONSIBILITIES
• Own advisor relationships from qualified lead through letter of intent, leading the structured recruiting playbook.
• Read advisor motivation and flex the sequencing between platform-led and economics-led conversations.
• Deliver financial proposals, home office visits, and reference calls; co-lead legal consultation to close.
• Hand off cleanly into transitions with a complete deal record.
• Operate across all recruiting pipelines as the channel-deployment model is finalized.
• Maintain pipeline hygiene and forecast accuracy in the firm's customer relationship management system.

SUCCESS MEASURES
• Recruited client assets of $1.5 billion to $2.5 billion per year
• Time to letter of intent of 90 days or less; win rate of 35–40%
• Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit
• Pipeline conversion from qualified lead acceptance through letter of intent

REQUIRED QUALIFICATIONS
• Seven or more years recruiting or selling to independent financial advisors, or an equivalent record in wealth
management business development.
• Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target.
• Command of independent-channel economics and the competitive platform landscape.
• Consultative sales discipline across long cycles with multiple decision influences.
• Credible in front of practice owners as a peer and business consultant.
• Bachelor's degree required.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration 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. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • Seven or more years recruiting or selling to independent financial advisors, or equivalent wealth management business development experience
  • Documented record of recruiting advisor practices
  • Comfort owning a personal recruited-asset production target
  • Command of independent-channel economics and the competitive platform landscape
  • Consultative sales discipline across long cycles with multiple decision influences
  • Credibility with practice owners as a peer and business consultant
  • Bachelor's degree

Integrity Marketing Group, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Integrity Marketing Group, LLC and has not been reviewed or approved by Integrity Marketing Group, LLC.

  • Equity Value & Accessibility — Employee ownership and stock purchase opportunities are highlighted as notable parts of the package, with ownership beginning on the first day for eligible employees. Feedback suggests these equity elements help differentiate total rewards for corporate staff.
  • Healthcare Strength — Comprehensive medical, dental, and vision coverage is commonly available to full-time corporate employees, alongside FSAs/HSAs and mental health resources. Some accounts also point to supportive additions like an EAP.
  • Retirement Support — A 401(k) plan with employer match and immediate vesting is repeatedly referenced for eligible employees. Feedback suggests these programs provide a solid financial benefits foundation.

Integrity Marketing Group, LLC Insights

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The Company
HQ: Dallas, TX
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

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