Business Development Associate

Location:

Westlake Village, CA (Hybrid – U.S. Based)

Reports To:

David Beas, Life Marketing Consultant, Cavalier Associates

This is a career-track role for someone who wants to build a long-term future in financial services, insurance, and advanced planning. You’ll work directly with a senior consultant who supports elite financial advisors with life insurance, LTC, annuities, and business/estate planning strategies.

You’ll be trained in:

• High-level client and case strategy
• Event marketing and thought‑leadership promotion
• Underwriting and product positioning

This is ideal for someone competitive, coachable, and hungry to grow into a senior BD, marketing, or consultant role.

• Source and engage financial advisors and insurance professionals
• Support live events, workshops, and private advisor meetings
• Build long-term advisor relationships and manage follow-up
• Help distribute and amplify educational content (Linked In, email, video, podcasts)
• Learn advanced planning concepts: underwriting, IUL, LTC, business succession, estate strategies

• 1–3 years in sales, marketing, finance, or client development
• Former athletes, SDRs, junior advisors, or fintech sales are a strong fit
• Highly organized, competitive, and comfortable with outreach
• Interested in a long-term career in financial services

• Base: $50k–$70k
• Incentives:
  
  Performance‑based upside
• Growth:
  Clear path to senior BD / consultant role