M&A Deal Origination

About World Insurance Associates:

Join World Insurance Associates (World), a dynamic and rapidly growing financial services organization with a global reach. We empower individuals and businesses to make informed decisions about their risk management, benefits programs, and financial futures. As one of the fastest-growing, Top 25 insurance brokers in the U.S., World offers a unique and rewarding career environment.

Outbound Deal Sourcer – Wealth & Retirement (Remote)

Are you a motivated and results-oriented professional with a passion for the wealth and retirement markets? World Insurance Associates is seeking an exceptional Outbound Deal Sourcer to join our world-class M&A Corporate Development team. In this highly visible role, you’ll play a critical part in identifying and building relationships with potential acquisition targets, directly impacting our proprietary deal pipeline.

Your Mission:

Proactively source acquisition targets by identifying independent Registered Investment Advisors (RIAs). Cultivate strong relationships with business owners, leadership teams, and key industry stakeholders. Contribute to World’s ecosystem and drive our growth in the wealth and retirement sectors.

Responsibilities:

• Industry Research & Deal Sourcing: Identify and evaluate acquisition opportunities aligned with our strategic criteria in Wealth Management and Retirement. Stay abreast of industry trends, competitive dynamics, and emerging technologies.
• Relationship Building: Develop and nurture relationships with founders, owners, executives, and key decision-makers. Establish credibility through industry knowledge and professionalism.
• Pipeline Development: Implement a goal-oriented, omnichannel approach to promote World within the industry. Leverage prospecting assets (phone, email, LinkedIn, HubSpot, etc.) to generate qualified leads.
• Strategic Collaboration: Work closely with internal M&A deal teams to align sourcing efforts with World’s broader strategy. Communicate market trends, company needs, and potential opportunities effectively.

What You’ll Bring:

• 2-5 years of professional experience in Wealth Advisory Corporate Development, Insurance M&A, or Private Equity (preferred).
• Proven success in origination, deal sourcing, inside sales, business development, or pipeline generation.
• Ability to thrive in deadline-driven environments with strong emotional intelligence and communication skills.
• Proactive approach to staying informed about innovations, disruptions, and valuations in the insurance and financial services sectors.
• Proficiency in CRM software (e.g., Salesforce) to manage pipeline activity.

Join Our Team

At World Insurance Associates, we are committed to creating a diverse and inclusive workplace where everyone can thrive. We are an equal opportunity employer and value the unique perspectives and experiences that each individual brings to our team.