Outbound Deal Sourcer - M&A Corporate Development - Remote

Overview

The Outbound Deal Sourcer will proactively source acquisition targets in the wealth and retirement markets, building relationships and managing a pipeline of qualified prospects to support World Insurance Associates' growth.

In Short

• Identify and evaluate acquisition targets aligned with strategic criteria.
• Conduct preliminary outreach with industry knowledge.
• Build and manage a pipeline of qualified prospects.
• Develop relationships with key decision-makers in target companies.
• Utilize an omnichannel approach for outreach.
• Collaborate with internal teams on sourcing efforts.
• Maintain detailed records of outreach in Salesforce.
• Stay informed on industry trends and innovations.
• Achieve goals through proactive lead generation.
• Demonstrate professionalism and industry knowledge.

Requirements

• 2-5 years of experience in Wealth Advisory, M&A, or Private Equity.
• Proven success in deal sourcing and business development.
• Strong communication skills, both written and verbal.
• Proficiency in CRM software for pipeline management.
• Ability to work in deadline-driven environments.
• Knowledge of financial services and insurance sectors.

Benefits

• Opportunity to work in a fast-growing organization.
• Supportive and diverse work environment.
• Professional development opportunities.
• Access to a global network of industry professionals.
• Competitive compensation and benefits package.