AVP, Corporate Development
About The Position
As an Assistant Vice President on the Corporate Development team, you will support Marsh Agency’s growth strategy by identifying high-quality acquisition partners. You will help lead outbound outreach to prospective acquisition prospects through warm leads, referrals, and cold calling to enhance the quality and quantity of the deal pipeline. Working directly with regional leadership teams, you will determine acquisition priorities and help move opportunities through the acquisition funnel. The role involves building relationships with independent agency and RIA owners, understanding their businesses and succession objectives, and introducing opportunities aligned with Marsh Agency’s growth strategy. The successful candidate will build significant internal relationships with regional leadership and external relationships with high-quality prospects to advance a critical part of the company’s growth strategy. Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. It emphasizes proactive service, data-driven insights, and understanding how global events can affect local decisions.
Requirements
- At least 8 years of experience in sales, M&A sourcing or origination, or business development is strongly desired.
- Confidence and poise speaking with potential acquisition prospects and entrepreneurs and building trust with business owners.
- Excellent written and verbal communication skills.
- Ability to identify attractive agency and RIA owners and build trust to begin serious acquisition discussions.
- Patience, resilience, and disciplined outreach to sustain relationships and work through objections during potentially long sales cycles.
- Pipeline management and organizational skills to maintain accurate opportunity records and coordinate with the execution team.
- Willingness to travel to meet with acquisition prospects.
Nice To Haves
- Prior insurance brokerage experience or knowledge, such as in property and casualty or benefits.
- Prior retirement or wealth management experience or knowledge.
- Commercial and financial judgment to assess potential fit with the company’s acquisition model.
Responsibilities
- Identify high-quality acquisition partners in support of Marsh Agency’s growth strategy.
- Lead outbound outreach to prospective acquisition prospects through warm leads, referrals, and cold calling.
- Work with regional leadership teams to determine acquisition priorities.
- Assist in moving opportunities through the acquisition funnel and coordinate with the execution team.
- Build relationships with independent agency and RIA owners, understand their business and succession objectives, and introduce opportunities aligned with the company’s growth strategy.
- Maintain accurate opportunity records and manage the acquisition pipeline.
- Travel to meet with acquisition prospects.
Benefits
- Generous time off, including personal and volunteering time.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Remote or hybrid work.
- Performance-based bonuses or incentives.
- Health and welfare benefits.
- 401(k) savings and other retirement programs.
- Employee assistance programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
