M&A Deal Origination

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
We are seeking a dynamic and personable Outbound Deal Sourcer to join our World class M&A team specializing in the independent Insurance Retail and Specialty Distribution vertical markets. The ideal candidate will be self-motivated, credible, organized, and personable.
Your mission will be to proactively source acquisition targets by identifying independent retail, specialty, and retirement/wealth related businesses, consistently building relationships with business owners, leadership teams, and key industry stakeholders, and further expanding World’s ecosystem. You’ll play a key role in impacting our deal pipeline and fostering relationships with potential partners who may lead you onto your next acquisition deal with less effort.
Responsibilities
Industry Research and Deal Sourcing

• Conduct research to identify businesses that meet World’s deal criteria in the Insurance Retail, Specialty Brokerage, and Financial Services sector.
• Develop a thorough understanding of industry trends, competitive dynamics, and emerging technologies while conducting preliminary outreach.
• Maintain and expand a qualified list of proprietary acquisition suspects and interested targets to present the opportunity to join World.

• 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 clients through regular, meaningful touchpoints.

• Proactively use an omnichannel approach to promote the World within the industry.
• Develop a high-level marketing strategy that includes the preparation and use of prospecting assets, such as phone, texting, email, LinkedIn, HubSpot, etc. to build pipeline.
• Generate qualified leads for potential acquisitions through outbound efforts such as cold outreach, warm introductions, and referral networks.
• Arrange early introduction meetings with the target’s key decision-maker and the Corporate Development’s senior team.
• Maintain detailed records of outreach and progress in Salesforce.

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

• 2-5 years of professional experience in insurance M&A, Private Equity, or Corporate Development, preferred.
• Experience in origination, deal sourcing, inside sales, business development, or pipeline generation, preferred.
• Strong interpersonal and communication skills, both written and verbal.
• A strong interest to remain 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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