M&A Deal Origination

World Insurance Associates, LLC. • USA • 16h ago

Summary
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary
Growth-minded Outbound Deal Sourcer to complement our world-class M&A Corporate Development team specializing in the wealth and retirement markets. The ideal candidate will be self-driven, credible, organized, well-articulated, and professionally persistent.

Your mission will be to proactively source acquisition targets by identifying independent Registered Investment Advisors, consistently building relationships with business owners, leadership teams, and key industry stakeholders—further enriching World’s ecosystem. Must be comfortable taking ownership of a highly visible and key role positively impacting World’s proprietary deal pipeline and stimulating relationships with centers of influence who will bolster future proprietary acquisitions with less effort.

Responsibilities
Industry Research and Deal Sourcing

Identify and evaluate acquisition targets aligned with World Investment Advisors’ strategic criteria across Wealth Management and Retirement specializations.
Possess the depth and breadth of industry trends, competitive dynamics, and emerging technologies fundamental for organic conversations while conducting preliminary outreach.
Build, expand, and manage a pipeline of qualified prospects aligned with World’s partnership model—cultivating relationships and presenting compelling opportunities to join World’s growing platform..

Relationship Building

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 new partners through consistent, intentional touchpoints.

Pipeline Development

Goal-oriented, omnichannel approach to promote the World within the industry.
Collaborate to advance a go-to-market strategy that includes the preparation and use of prospecting assets, such as phone, texting, email, LinkedIn, HubSpot, etc. to build pipeline.
Originate qualified leads for proprietary acquisitions through outbound efforts such as cold outreach, warm introductions, and referral networks.
Secure warm introduction meetings with target’s key decision-maker/s and Corporate Development’s senior team.
Maintain detailed records of outreach and progress in Salesforce.

Strategic Collaboration

Work closely with internal M&A deal teams to align sourcing efforts with World’s broader strategy and criteria.
Concisely articulate market trends, company needs, and potential opportunities.

Experience

2-5 years of professional experience in Wealth Advisory Corporate Development, Insurance M&A, or Private Equity, preferred.
Documented success showcasing extensive hands-on origination, deal sourcing, inside sales, business development, or pipeline generation, preferred.
Skilled in deadline-driven environments with strong emotional intelligence and communication skills, both written and verbal.
Proactive in remaining educated on innovations, disruptions, and valuations in the insurance and financial services sectors.
Proficiency in CRM software and tools to manage pipeline activity.

Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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Experience Requirements

Mid Level