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Head of Business Development, CBS

Kestra Holdings · Shakopee, Minnesota, US

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced...

Job description

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact This role is responsible for elevating the performance of the Insurance Specialist team, driving strategic business development, and serving as a senior execution partner to CBS leadership. The position combines day to day IS management, advisor and firm growth initiatives, and executive level coordination across advanced sales, marketing, and firm leadership. Success is defined by stronger IS execution, deeper advisor and firm penetration, and the addition of high quality new financial services firm relationships. The Head of Business Development is a leadership role responsible for driving firm-wid...