NRN Business Develop Representative

Job Description

Job Description

NRN Business Development Representative

Job Description

About Us

At Avior, we believe in more than managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

About NRN

We've built the country's first Digital Family Office — a national network of professionals including CPAs, estate planning attorneys, insurance specialists, and wealth managers who work together to serve clients holistically, bringing the same level of service typically reserved for the ultra-wealthy down to everyday investors.

Our National Referral Network (NRN) connects hundreds of professionals across the country, and it's growing fast.

Avior Core Values

We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:

• It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
• We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact on the lives of others and create positive change in our organization and communities.
• We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
• We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.

Position Overview

We're looking for a sharp, personable, and driven individual to help us expand our professional network from our Roseville, CA office. Your primary job is simple: get the right people on our calendar.

This is a relationship-building role, not a scripted telemarketing job. You'll be reaching out to estate planning attorneys, CPAs, and other financial professionals to introduce them to NRN, generate genuine interest, and book discovery meetings for our team. Over time, as you learn our story and our process, you'll grow into running those conversations yourself — and eventually into a role developing your own referral sources and helping lead others we bring on under you.

Key Responsibilities

• Conduct outbound calls and outreach to estate planning attorneys, CPAs, and other centers of influence (COIs) across the country.

• Book qualified discovery meetings for our NRN team — your primary metric is appointments set.

• Build genuine rapport quickly and communicate our value proposition in a natural, conversational way.

• Follow up with warm leads and managing your pipeline with clean CRM notes (Salesforce).

• Sit in on intro and tour meetings to learn our full process from the ground up.

• Partner with NRN leadership to refine outreach messaging based on what's resonating in the field.

Your Growth Path

Phase 1 — Outreach & Appointment Setting Learn our story and value proposition. Focus on generating interest and booking qualified meetings with CPAs, estate planning attorneys, and other professionals.

Phase 2 — Shadow & Learn the Intro Meeting Sit in on intro meetings and tours. Learn the language we use, the questions we ask, and how we present the Digital Family Office concept end-to-end.

Phase 3 — Run Intro Meetings Independently Once you've got the story down, begin running intro meetings on your own — walking professionals through the four pillars of NRN and what the network can do for them.

Phase 4 — Full-Cycle Business Development & Team Lead Own the full pipeline from outreach to onboarding, with compensation that reflects it — and as your referral network grows, help train and lead additional reps we bring on under you.

Who We're Looking For

• You're a natural on the phone — warm, confident, and never robotic

• You're a genuine self-starter — you don't need someone watching over your shoulder to stay productive.

• Sales or cold-calling experience is a plus, but not a dealbreaker — drive and coachability matter more.

• You listen more than you talk and can adapt your approach mid-conversation.

• You're hungry and coachable — you take feedback seriously and implement it fast.

• You carry yourself professionally in every interaction — you represent us before prospects ever meet us.

• You have genuine curiosity about the financial and professional services world.

• You want to grow into a closing and leadership role — this is a launchpad, not a ceiling.

Bonus points if you have experience in financial services, insurance, legal, or professional services sales. That said, we care more about how you communicate than what's on your resume.

This Role Is NOT For You If…

• You need a fully scripted pitch and can't think on your feet.

• You rely on high-pressure tactics — our network is built on trust and education, not pressure.

• You're uncomfortable making a high volume of outbound calls each day.

• You have no interest in learning the wealth management and financial planning space.

• You're looking for a passive role — this requires consistent, proactive effort every day.

Compensation & Benefits

• Competitive base pay, plus performance-based income that increases as you move from appointment-setting into full-cycle development. ($48,000 salary plus performance based income opportunity to earn up to $80,000)
• Override and residual earnings on referral sources and team members you develop as you grow into a lead role.

• Direct mentorship and training from NRN leadership.

• Clear path to higher earning and increased responsibility as you grow.

• Ground-floor opportunity with a fast-growing national network.

Your Well-Being Matters

In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:

• 401k and 401k Matching: Plan for your future with our retirement savings options.
• Dental Insurance: Maintain your oral health with coverage for a range of dental services.
• Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
• Health Insurance: Take care of your physical well-being with our health insurance offerings.
• Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
• Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.
• Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
• Disability Insurance: Safeguard your financial future in the face of the unexpected.
• Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
• Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible vacation policy reflects our commitment to your overall happiness.

Work Environment

• Full-time
• In-office Monday – Friday 8:00 am – 4:30 pm