- Location
- IMGW - Dallas, TX, United States of America
- Type
- Full-time
- Department
- IT
- Seniority
- Director
- Education
- Bachelor
- Source
- Workday
Description
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.
