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Business Development Associate - Financial Services

C2P Enterprises LLC



Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Cell phone reimbursement
  • Dental insurance
  • Disability insurance
  • Financial planning services
  • Flexible schedule

Full job description

Business Development Associate

C2P is a rapidly growing, innovative financial services organization seeking a Business Development Associate. This highly motivated individual takes the phrase “organizational skills” to another level and has a world-class customer service mindset.

In this role, you will play a pivotal role in our enterprise strategy to attract and convert advisors to our Registered Investment Advisor (RIA) platform. You will be responsible for executing the business development process, serving as an advisor liaison, and ensuring the seamless flow of operations throughout the sales funnel.


Execute the business development process from first appointment to conversion.

Act as the primary advisor liaison during the conversion process, providing support and guidance as needed.

Document all meetings and interactions, scheduling next steps accordingly.

Maintain and update the business development database with accurate and relevant


Generate reports on business development results, analyzing key metrics and trends.

Provide timely updates to the sales manager on the progress of advisor conversions.

Qualify and profile advisors who enter the sales funnel, ensuring alignment with our target

market and objectives.

Assist in driving advisor attendance to marketing and training events through effective

communication and outreach.

Serve as a backup for lead calling and screening from marketing campaigns, ensuring a steadyflow of qualified leads into the sales funnel.


Bachelor's degree in Business Administration, Marketing, Finance, or related field.

Proven experience in business development, sales, or a related role.

5+ years experience, Financial services industry experience preferred.

Excellent communication and interpersonal skills, with the ability to build rapport and foster relationships with advisors.

Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.

Proficiency in CRM software and Microsoft Office Suite.

Ability to work independently and as part of a team in a fast-paced environment.

Knowledge of financial products and services preferred.

Company Profile

C2P is a holding company comprised of specialized platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide.



401(k) matching

Dental insurance

Flexible schedule

Health insurance

Health savings account

Paid time off

Life insurance

Vision insurance

Job Type: Full-time


  • 401(k)
  • 401(k) matching
  • Cell phone reimbursement
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Prescription drug insurance
  • Referral program
  • Vision insurance


  • 8 hour shift

Work Location: Remote