[Remote] Business Development Manager – Casualty Loss

Note: The job is a remote job and is open to candidates in USA. Centura Wealth Advisory is seeking a Business Development Manager – Casualty Loss to lead and expand their Casualty Loss lead generation strategy. The role involves sourcing prospects, managing relationships with community groups, and driving referral activity to grow the firm's client base and revenue.ResponsibilitiesOwn Casualty Loss Campaign ManagementIdentify, source, and engage new referrals for Casualty Loss businessMaintain and deepen relationships with community groups through consistent follow-up, value-add touchpoints, and accountability-driven communicationCreate and execute impacted community outreach strategies, including messaging, and campaign schedulingCollaborate with marketing and planning teams to align external messaging with audience needs and expectations as well as CCS internal capabilitiesConduct initial conversations with prospects in a manner that is empathetic, professional, and respectful of the emotional weight of their circumstancesUncover the prospect's loss specifics, insurance posture, tax situation, rebuild or relocation plans, and broader financial context to assess fitArticulate CCS' value proposition and how the firm helps impacted families quantify and substantiate their Casualty Loss claim, and why working with CCS produces meaningfully better outcomesHandle objections with credibility, knowing when to answer directly, when to defer to the Case Advisor, and when to bring in additional expertiseSchedule qualified prospects for a 1st meeting with the Case Advisor and brief the Advisor in advance on the prospect's situation, motivations, and any pertinent detailsExecute a deliberate, warm hand-off by attending introductory meetings as appropriate so the prospect feels supported, not passed off, as the engagement moves into qualification and operationsMaintain durable, long-term client relationships after the Casualty Loss engagement concludes through structured outreach, personal touchpoints, and community presenceSolicit and convert referrals from satisfied clientsIdentify and warm highly qualified clients for wealth and investment management services delivered by Centura Wealth Advisory (CWA), coordinating with CWA advisors on the timing, framing, and introduction of qualified clients to ensure a seamless cross-firm experienceOwn key performance metrics, including referral engagement, meeting-to-close ratios, and revenue from sourced relationshipsMaintain accurate CRM records and pipeline reporting to support transparency, forecasting, and strategic planningAnalyze market conditions, competitor activity, and industry trends to identify new opportunities and inform strategic decisionsProvide regular business development performance reports covering client acquisition, revenue growth, and market expansionPerform other duties as assigned, contributing to a collaborative and high-performing team environmentSkillsBachelor's degree in finance, Business Administration, Economics, or a related field; MBA or advanced degree highly preferred10+ years of experience in business development, sales, or client relationship roles, with a strong focus on wealth management or RIA servicesProven experience in driving business development strategies that resulted in significant client acquisition and revenue growthDeep understanding of financial markets, wealth management products, investment strategies, and financial planning servicesExperience in managing relationships with HNW and UHNW individuals, family offices, and institutional clientsExpertise in CRM systems, sales analytics, and pipeline managementHigh-Stakes Networking: Thrives in relationship-driven environments and understands the nuances of working within a HNW and UHNW planning environmentConsultative Sales Approach: Skilled in uncovering client needs, aligning solutions, and closing with a focus on delivering unmatched value and building trustSales & Negotiation Expertise: Advanced skills in client acquisition, deal negotiation, and closing high-value contracts with HNW & UHNW individuals, family offices, and institutional clientsStrategic Planning: Ability to design and implement long-term business development strategies that align with the firm's growth objectives and competitive positioningFinancial Acumen: Deep understanding of wealth management services, including investment strategies, financial planning, and portfolio management, with the ability to engage effectively with sophisticated clientsRelationship Management: Expertise in building and nurturing relationships with HNW and UHNW clients, strategic partners, and COIs, delivering personalized service and driving referralsMarket Insight: Strong knowledge of market trends, competitive landscape, and emerging opportunities in the wealth management and RIA industryCommunication & Presentation Skills: Exceptional written and verbal communication skills, with the ability to articulate the firm's value proposition to clients, partners, and senior leadershipCRM & Analytics: Proficiency in CRM systems and sales analytics, with the ability to leverage data for pipeline management, client insights, and business forecastingNetworking: Strong ability to expand and leverage industry contacts, building a wide-reaching network to support business development goalsProblem-Solving: Analytical mindset with the ability to identify challenges, assess risks, and develop creative solutions to drive business growthAdaptability: Flexibility to adjust strategies in response to market shifts and organizational needs, thriving in a fast-paced and dynamic environmentCompany OverviewCentura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise. It was founded in 2018, and is headquartered in San Diego, California, USA, with a workforce of 11-50 employees. Its website is https://centurawealth.com/.