Business Development Jobs at Kestra Financial with Visa Sponsorship
Business Development roles at Kestra Financial sit at the intersection of financial services distribution and advisor network growth, requiring candidates who understand independent wealth management. Kestra has sponsored permanent residency pathways for this function, making it a realistic target for international professionals building a long-term U.S. career.
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Get Access To All JobsINTRODUCTION
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-wide growth through strong execution, people leadership, and strategic business development. This role leads the Insurance Specialist team, expands relationships with high-quality advisory firms, and partners closely with executive leadership to turn strategy into results. Success in this role is defined by improved sales execution, deeper advisor and firm engagement, and the addition of new, high-quality RIA relationships. This is not an individual contributor sales role. The focus is on leadership, coaching, process discipline, and growth strategy. This is a leadership and business development role with no personal case production responsibility. The focus is on people, process, execution, and growth. Must live in or near the Minneapolis–St. Paul metro area. This role requires regular in person collaboration with the Insurance Specialist team and CBS leadership.
YOUR ROLE AND RESPONSIBILITIES
- Own the day to day leadership of the Insurance Specialist team.
- Lead weekly pipeline reviews and enforce activity standards across the full funnel, including quoting activity, application volume, placement efficiency, and overall case quality.
- Drive consistent improvement in case design, advisor engagement, and penetration within assigned accounts.
- Partner with leadership on hiring, onboarding, performance management, territory and account assignments.
- Develop Insurance Specialist capability through coaching, shadowing, structured training, and practical playbooks.
- Hold Insurance Specialists accountable to individual business plans and agreed execution standards.
- Lead efforts to attract new relationships and deepen existing accounts.
- For new relationships, focus on positioning the CBS story with RIAs and advancing opportunities to the point where firm leadership can close.
- Target the addition of at least one large, high quality RIA relationship per quarter.
- For existing accounts, increase penetration by advisor count, case count, and product mix.
- Drive strategic and tactical business planning for key accounts, including executive outreach, joint calls, roadshows, and coordinated efforts through the Insurance Specialist team.
- Leverage conferences, referrals, outbound outreach, and disciplined follow up to create and advance opportunities.
- Ensure strong preparation before conferences, effective execution on site, and structured follow up afterward.
- Serve as a liaison between Insurance Specialists, advanced sales, marketing, and CBS leadership.
- Translate strategy into execution across teams.
- Partner with marketing on advisor facing initiatives, conference strategy, and messaging alignment.
- Work closely with advanced planning to ensure appropriate escalation and integration on complex cases. Participate as a member of the CBS Brokerage leadership team.
Operating rhythm and success measures
- First 90 days
Develop a deep understanding of the CBS business, team, and growth priorities. Build strong working relationships with Insurance Specialists and leadership. Learn the advisor and client base, including where CBS has been most successful and where improvement is needed. Take ownership of weekly pipeline reviews. Enforce monthly business plans and quarterly account plans. Conduct ride alongs and coaching as needed. Establish credibility internally and externally.
- Ongoing cadence
Lead weekly pipeline and activity reviews. Enforce monthly Insurance Specialist business plans and quarterly key account plans. Improve funnel performance from quote through placement. Increase advisor and firm penetration. Advance RIA opportunities to leadership handoff. Support conference planning, execution, and follow up.
- Travel expectations
Approximately 25 percent, including conferences, advisor and client meetings, and ride alongs.
BASIC QUALIFICATIONS
- 5+ years of experience as a life or annuity wholesaler or similar senior insurance sales role
- Strong technical insurance knowledge and case design expertise
- Proven ability to lead, coach, and manage sales professionals
- Experience working directly with financial advisors and senior firm leadership
- Strong executive presence and communication skills
- Experience working at a brokerage general agency (BGA)
- Series 6 and Series 63
- Wholesaler experience. Experience working at a brokerage general agency preferred.
Internal Application Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS TO SUPPORT YOU
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
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-wide growth through strong execution, people leadership, and strategic business development. This role leads the Insurance Specialist team, expands relationships with high-quality advisory firms, and partners closely with executive leadership to turn strategy into results. Success in this role is defined by improved sales execution, deeper advisor and firm engagement, and the addition of new, high-quality RIA relationships. This is not an individual contributor sales role. The focus is on leadership, coaching, process discipline, and growth strategy. This is a leadership and business development role with no personal case production responsibility. The focus is on people, process, execution, and growth. Must live in or near the Minneapolis–St. Paul metro area. This role requires regular in person collaboration with the Insurance Specialist team and CBS leadership.
YOUR ROLE AND RESPONSIBILITIES
- Own the day to day leadership of the Insurance Specialist team.
- Lead weekly pipeline reviews and enforce activity standards across the full funnel, including quoting activity, application volume, placement efficiency, and overall case quality.
- Drive consistent improvement in case design, advisor engagement, and penetration within assigned accounts.
- Partner with leadership on hiring, onboarding, performance management, territory and account assignments.
- Develop Insurance Specialist capability through coaching, shadowing, structured training, and practical playbooks.
- Hold Insurance Specialists accountable to individual business plans and agreed execution standards.
- Lead efforts to attract new relationships and deepen existing accounts.
- For new relationships, focus on positioning the CBS story with RIAs and advancing opportunities to the point where firm leadership can close.
- Target the addition of at least one large, high quality RIA relationship per quarter.
- For existing accounts, increase penetration by advisor count, case count, and product mix.
- Drive strategic and tactical business planning for key accounts, including executive outreach, joint calls, roadshows, and coordinated efforts through the Insurance Specialist team.
- Leverage conferences, referrals, outbound outreach, and disciplined follow up to create and advance opportunities.
- Ensure strong preparation before conferences, effective execution on site, and structured follow up afterward.
- Serve as a liaison between Insurance Specialists, advanced sales, marketing, and CBS leadership.
- Translate strategy into execution across teams.
- Partner with marketing on advisor facing initiatives, conference strategy, and messaging alignment.
- Work closely with advanced planning to ensure appropriate escalation and integration on complex cases. Participate as a member of the CBS Brokerage leadership team.
Operating rhythm and success measures
- First 90 days
Develop a deep understanding of the CBS business, team, and growth priorities. Build strong working relationships with Insurance Specialists and leadership. Learn the advisor and client base, including where CBS has been most successful and where improvement is needed. Take ownership of weekly pipeline reviews. Enforce monthly business plans and quarterly account plans. Conduct ride alongs and coaching as needed. Establish credibility internally and externally.
- Ongoing cadence
Lead weekly pipeline and activity reviews. Enforce monthly Insurance Specialist business plans and quarterly key account plans. Improve funnel performance from quote through placement. Increase advisor and firm penetration. Advance RIA opportunities to leadership handoff. Support conference planning, execution, and follow up.
- Travel expectations
Approximately 25 percent, including conferences, advisor and client meetings, and ride alongs.
BASIC QUALIFICATIONS
- 5+ years of experience as a life or annuity wholesaler or similar senior insurance sales role
- Strong technical insurance knowledge and case design expertise
- Proven ability to lead, coach, and manage sales professionals
- Experience working directly with financial advisors and senior firm leadership
- Strong executive presence and communication skills
- Experience working at a brokerage general agency (BGA)
- Series 6 and Series 63
- Wholesaler experience. Experience working at a brokerage general agency preferred.
Internal Application Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS TO SUPPORT YOU
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Disclosure
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Get Access To All JobsTips for Finding Business Development Jobs at Kestra Financial Jobs
Frame your credentials around distribution experience
Kestra Financial focuses on independent advisor recruitment and retention, so position your background around channel sales, partnership development, or financial services distribution. Degree documentation matching a business or finance specialty strengthens an EB-2 petition for this role category.
Target Kestra's regional wholesaler openings first
Kestra's Business Development hiring is concentrated in territory-based roles supporting their independent broker-dealer network. Applying to regionally posted positions signals geographic fit and gives you a clearer hook into their sponsorship conversation than applying to a generic corporate opening.
Distinguish EB-2 from EB-3 before your offer conversation
Kestra has sponsored both EB-2 and EB-3 for Business Development. EB-2 requires a position requiring an advanced degree or exceptional ability, while EB-3 covers roles requiring a standard bachelor's degree. Knowing which category your target role fits helps you ask the right questions before an offer is finalized.
Confirm PERM labor certification is in their process
For EB-2 and EB-3 sponsorship, Kestra's legal team must file a PERM application with the DOL before the immigrant visa petition can proceed. Ask the recruiter early whether their outside immigration counsel handles PERM filings in-house or through a third party so you understand the realistic timeline.
Use Migrate Mate to surface active Business Development roles at Kestra
Migrate Mate filters job listings by visa sponsorship history, so you can identify which Kestra Business Development postings are tied to active sponsorship patterns rather than sifting through listings with no immigration context.
Prepare for a longer hire-to-authorization timeline in this function
Permanent residency sponsorship through PERM and an I-140 petition typically runs 12 to 24 months before priority date considerations. If your current work authorization has a near-term expiration, raise this timeline with Kestra's HR contact before accepting an offer so both sides can plan bridge options.
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Find Business Development at Kestra Financial JobsFrequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Business Developments?
Kestra Financial's documented sponsorship activity for Business Development roles is focused on permanent residency categories rather than the H-1B. If you're currently on H-1B status through another employer, a transfer is possible without new lottery selection, but you should confirm with Kestra's HR team whether they support H-1B transfers for this specific function before moving your application forward.
Which visa types does Kestra Financial commonly use for Business Development roles?
Kestra Financial has sponsored Business Development professionals through the EB-2 and EB-3 immigrant visa categories. EB-2 applies when the role requires an advanced degree or demonstrated exceptional ability in finance or business development. EB-3 covers positions requiring a standard bachelor's degree. Both pathways require a PERM labor certification filed with the DOL before the immigrant petition can proceed.
What qualifications and experience does Kestra Financial expect for Business Development roles?
Kestra's Business Development positions typically require a background in financial services sales, independent broker-dealer distribution, or advisor-facing relationship management. A bachelor's degree in business, finance, or a related field is a baseline expectation, and roles tied to EB-2 sponsorship will generally require an advanced degree or a demonstrable record of specialized expertise in wealth management distribution.
How do I apply for Business Development jobs at Kestra Financial?
You can browse current Business Development openings at Kestra Financial through Migrate Mate, which surfaces roles with verified sponsorship context so you know which listings align with their immigration track record. When applying directly, tailor your resume to Kestra's independent advisor network model, and follow up with their talent acquisition team to confirm sponsorship availability for the specific role before advancing.
How do I plan my timeline if Kestra Financial offers me EB-2 or EB-3 sponsorship?
The PERM labor certification process with the DOL alone can take six to 18 months before your employer files the I-140 immigrant visa petition with USCIS. After I-140 approval, your wait for an available visa number depends on your country of birth and the current priority date cut-offs. Candidates from high-demand countries like India should plan for a significantly extended wait beyond the initial petition approval.
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