Corporate Development Associate

Summary

Join World Insurance Associates as an Outbound Deal Sourcer and contribute to their M&A team specializing in the independent Insurance Retail and Specialty Distribution vertical markets. Your role will involve proactively sourcing acquisition targets by identifying independent retail, specialty, and retirement/wealth related businesses. You will build relationships with business owners, leadership teams, and key industry stakeholders, expanding World's ecosystem. This position is crucial in impacting the deal pipeline and fostering relationships with potential partners, ultimately leading to acquisitions.

Requirements

• Strong interpersonal and communication skills, both written and verbal
• A strong interest to remain educated on innovations, disruptions, and valuations in the insurance and financial services sectors
• Proficiency in CRM software and tools to manage pipeline activity

Responsibilities

• Conduct research to identify businesses that meet World’s deal criteria in the Insurance Retail, Specialty Brokerage, and Financial Services sector
• Develop a thorough understanding of industry trends, competitive dynamics, and emerging technologies while conducting preliminary outreach
• Maintain and expand a qualified list of proprietary acquisition suspects and interested targets to present the opportunity to join World
• Build relationships with founders, owners, executives, and other key decision-makers in target companies
• Develop credibility and trust by demonstrating industry knowledge and professionalism
• Stay top-of-mind with potential clients through regular, meaningful touchpoints
• Proactively use an omnichannel approach to promote the World within the industry
• Develop a high-level marketing strategy that includes the preparation and use of prospecting assets, such as phone, texting, email, LinkedIn, HubSpot, etc. to build pipeline
• Generate qualified leads for potential acquisitions through outbound efforts such as cold outreach, warm introductions, and referral networks
• Arrange early introduction meetings with the target’s key decision-maker and the Corporate Development’s senior team
• Maintain detailed records of outreach and progress in Salesforce
• Work closely with internal M&A deal teams to align sourcing efforts with World’s broader strategy and criteria
• Provide feedback on market trends, company needs, and potential opportunities

Preferred Qualifications

• 2-5 years of professional experience in insurance M&A, Private Equity, or Corporate Development, preferred
• Experience in origination, deal sourcing, inside sales, business development, or pipeline generation, preferred