Business Development Associate
Cavalier Associates, Los Angeles, California, United States, 90079
Location:
Westlake Village, CA (Hybrid – U.S. Based)
Reports To:
David Beas, Life Marketing Consultant, Cavalier Associates
800.350.2019
Overview This is a career-track role for someone who wants to build a long-term future in financial services, insurance, and advanced planning. You’ll work directly with a senior consultant who supports elite financial advisors with life insurance, LTC, annuities, and business/estate planning strategies.
You’ll be trained in:
High-level client and case strategy
Event marketing and thought‑leadership promotion
Underwriting and product positioning
This is ideal for someone competitive, coachable, and hungry to grow into a senior BD, marketing, or consultant role.
What You’ll Do
Source and engage financial advisors and insurance professionals
Support live events, workshops, and private advisor meetings
Build long-term advisor relationships and manage follow-up
Help distribute and amplify educational content (LinkedIn, email, video, podcasts)
Learn advanced planning concepts: underwriting, IUL, LTC, business succession, estate strategies
Who This Is For
1–3 years in sales, marketing, finance, or client development
Former athletes, SDRs, junior advisors, or fintech sales are a strong fit
Highly organized, competitive, and comfortable with outreach
Interested in a long-term career in financial services
Compensation
Base: $50k–$70k
Incentives: Performance‑based upside
Growth: Clear path to senior BD / consultant role
#J-18808-Ljbffr
Westlake Village, CA (Hybrid – U.S. Based)
Reports To:
David Beas, Life Marketing Consultant, Cavalier Associates
800.350.2019
Overview This is a career-track role for someone who wants to build a long-term future in financial services, insurance, and advanced planning. You’ll work directly with a senior consultant who supports elite financial advisors with life insurance, LTC, annuities, and business/estate planning strategies.
You’ll be trained in:
High-level client and case strategy
Event marketing and thought‑leadership promotion
Underwriting and product positioning
This is ideal for someone competitive, coachable, and hungry to grow into a senior BD, marketing, or consultant role.
What You’ll Do
Source and engage financial advisors and insurance professionals
Support live events, workshops, and private advisor meetings
Build long-term advisor relationships and manage follow-up
Help distribute and amplify educational content (LinkedIn, email, video, podcasts)
Learn advanced planning concepts: underwriting, IUL, LTC, business succession, estate strategies
Who This Is For
1–3 years in sales, marketing, finance, or client development
Former athletes, SDRs, junior advisors, or fintech sales are a strong fit
Highly organized, competitive, and comfortable with outreach
Interested in a long-term career in financial services
Compensation
Base: $50k–$70k
Incentives: Performance‑based upside
Growth: Clear path to senior BD / consultant role
#J-18808-Ljbffr