Business Development
Listed on 2026-01-25
-
Business
Business Development, Client Relationship Manager -
Sales
Business Development, Client Relationship Manager
Location:
Tampa,FL. Date Posted:
Sep 8, 2025
Location:
Dayton, OH. Date Posted:
Sep 8, 2025 Business Development Advisor (Communities & Partnerships) — Ai Merchantry™
Description
At Ai Merchantry™, we believe growth happens when we connect people, knowledge, and resources with intentionality. Our Business Development Advisors specialize in building partnerships and engaging with communities — expanding awareness of Ai Merchantry’s programs, creating opportunities for collaboration, and opening new doors for client and advisor relationships.
This is a commission-only, entrepreneurial role designed for professionals who thrive on networking, outreach, and strategic business development. Supported by Ai Merchantry’s branded programs, events, and digital tools, you’ll help us bring financial literacy, protection, and wealth-building opportunities into communities and organizations nationwide.
Key Focus Areas for Ai Merchantry Financial Advisors:Community Engagement – Develop relationships with faith-based organizations, chambers of commerce, veteran associations, and cultural networks
Strategic Partnerships – Build connections with Centers of Influence (COIs), such as attorneys, CPAs, and business leaders, to create referral pipelines.
Event Collaboration – Coordinate and co-host educational workshops and webinars like Blueprints to Black Wealth™,
We-LL Care™,
BOSS™, and Protected Tomorrows™.
Advisor Support – Partner with Ai Merchantry’s financial, insurance, and annuity advisors to connect them with new client and community opportunities.
Lead Generation – Use Ai Merchantry tools such as Life Link™,
Curiosity Quote™, and Go High Level funnels to track, nurture, and convert leads.
Pipeline Management – Document outreach efforts, follow up with contacts, and maintain relationship-building consistency.
Brand Representation – Represent Ai Merchantry with professionalism and alignment to our values at community events, conferences, and industry meetings.
Qualifications & RequirementsBachelor’s degree preferred; business, marketing, or communications a plus
3–6 years of experience in business development, partnerships, or community outreach
Existing relationships in community networks, nonprofits, or professional associations a strong advantage
Familiarity with CRM platforms (Salesforce, Go High Level ), Docu Sign, and Microsoft 365
Strong communication, public speaking, and networking skills
Must be 18 years or older, authorized to work in the U.S., and able to pass a background check
Core CompetenciesConnector Mindset – Builds bridges across industries, organizations, and communities
Clear Communication – Inspires trust through authentic and effective messaging
Ownership Mentality – Takes initiative and drives outreach independently
Relationship Building – Develops long‑term, mutually beneficial partnerships
Community Leadership – Engages with organizations in a way that reflects Ai Merchantry’s values
Adaptability – Thrives in diverse settings, from boardrooms to community centers
Strategic Thinking – Aligns partnership opportunities with Ai Merchantry’s mission and growth goals
Roles & Expectations — Business Development Advisor (Communities & Partnerships)Engage with Communities — Build relationships with faith‑based organizations, chambers of commerce, veteran associations, and cultural groups to expand Ai Merchantry’s reach.
Develop Strategic Partnerships — Cultivate connections with Centers of Influence (COIs) such as attorneys, CPAs, real estate professionals, and business leaders.
Drive Event Participation — Support and co‑host community events, educational workshops, and webinars, including Ai Merchantry programs like Blueprints to Black Wealth™,
We-LL Care™,
Protected Tomorrows™, and BOSS™.
Support Advisor Teams — Connect Financial Advisors, Insurance Agents, and Annuities/IUL Advisors with the right communities and partnership opportunities.
Manage Outreach Pipeline — Document conversations, schedule follow‑ups, and ensure partnership activity aligns with growth goals.
Represent the Brand — Serve as an ambassador for Ai Merchantry at community events, conferences, and networking opportunities, reflecting our…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).