Disability Income Business Development Associate
The Bulfinch Group | Needham, MA
Build Relationships. Create Opportunities. Drive Business Growth.
The Bulfinch Group is seeking a driven, relationship-oriented professional to join our growing team as a Disability Income Business Development Associate. This is an exciting opportunity for an ambitious individual who enjoys networking, developing business relationships, and helping financial professionals grow their practices.
In this role, you will serve as a key resource to financial advisors, independent brokers, and strategic partners throughout New England. Your focus will be helping advisors identify opportunities, protect their clients' financial well-being, and grow their disability income insurance business through education, consulting, and proactive business development.
Whether your background is in sales, financial services, insurance, recruiting, account management, or business development, we'll provide the training, mentorship, and industry resources needed to build a successful long-term career.
What You'll Do
As a Disability Income Business Development Associate, you will:
- Develop and strengthen relationships with financial advisors, independent brokers, centers of influence, and referral partners.
- Partner with advisors to identify disability income insurance opportunities within their existing client relationships.
- Actively prospect and cultivate new business opportunities through networking, relationship-building, referrals, LinkedIn, and advisor engagement.
- Collaborate with top wholesalers, brokerage partners, and general agents to develop customized case strategies.
- Educate advisors on disability income products, industry trends, and client planning opportunities.
- Deliver presentations, workshops, and training sessions that help advisors grow their practices and better serve clients.
- Support advisors through the sales process, including case design, proposal development, and implementation strategies.
- Maintain a consistent pipeline of opportunities and business activity using CRM systems and relationship management tools.
- Create meaningful partnerships that result in long-term business growth and stronger client outcomes.
Who You Are
You are a relationship builder who enjoys connecting with people, creating
opportunities, and influencing positive outcomes. You are energized by
networking, motivated by achievement, and excited about building a career
where your effort directly impacts your success.
The ideal candidate is:
- Self-motivated and entrepreneurial.
- Competitive yet highly collaborative.
- Coachable and eager to learn.
- Comfortable engaging professionals at all levels.
- Organized and disciplined in managing a sales pipeline.
- Passionate about helping others succeed.
Preferred Qualifications
- Bachelor's degree required.
- 2+ years of experience in sales, business development, recruiting, consulting, financial services, insurance, account management, or a related field.
- Proven ability to build professional relationships and develop new business opportunities.
- Experience prospecting through LinkedIn, networking events, referrals, or other sourcing channels.
- Excellent communication, presentation, and interpersonal skills.
- Strong organizational and time-management abilities.
- Demonstrated success in academic, athletic, military, leadership, or professional environments.
- Insurance licensing is a plus but not required.
Why Join The Bulfinch Group?
At The Bulfinch Group, you'll have the opportunity to build a meaningful career while working alongside highly successful financial professionals and industry leaders.
We offer:
- A clear entrepreneurial career path with significant advancement potential.
- Industry-leading training, coaching, and mentorship.
- Hands-on exposure to financial planning and business development strategies.
- A collaborative and supportive team environment.
- Access to the strength, resources, and reputation of Guardian and Park Avenue Securities.
- The opportunity to make a real impact by helping individuals, families, and business owners protect their financial futures.
Compensation & Benefits
Compensation: $50,000 - $60,000 per year
This position offers significant long-term earning potential through performance based career growth opportunities.
Benefits Include:
- 401(k)
- 401(k) Matching
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time Off
- Flexible Schedule
- Hybrid Work Environment
- Professional Development & Training
About The Bulfinch Group
Founded in 1994, The Bulfinch Group has become one of New England's premier independent financial services organizations. We are dedicated to helping individuals, families, and business owners achieve financial confidence through thoughtful planning, trusted guidance, and long-term relationships. Built upon a foundation of integrity, professionalism, and service, The Bulfinch Group combines entrepreneurial opportunity with the strength and resources of Guardian Life, a Fortune 500 company.
Ready to Build Something Meaningful?
If you're looking for a career where relationships matter, growth is rewarded, and your ambition can directly influence your success, we'd love to hear from you.
Apply today and discover what's possible with The Bulfinch Group.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Peters Group is not an affiliate or subsidiary of PAS or Guardian. 7663506.3 Exp 7/28
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
- Experience building a sales pipeline through personal networking in personal sourcing channels such as LinkedIn an other social media.
Education:
Experience:
- Sales or Business Development: 1 year (Required)
Ability to Commute:
- Needham Heights, MA 02494 (Required)
Work Location: Hybrid remote in Needham Heights, MA 02494
