About Way Financial

Way Financial was not built simply to tell people how good of an MGA we are. Many financial companies can market themselves. What matters more is what independent financial advisors say after experiencing the platform, leadership, systems, support, and growth opportunities. That is why, at Way, the advisor experience comes first.

We are building a up-to-date advisor platform combining experienced leadership, technology, AI, data, and business-development support to help independent advisors grow more efficiently and achieve more.

We look for people who can build relationships, use technology intelligently, turn information into action, and follow through with accountability.

What You Need to Do to Excel

Advisor Development: Proactively contact financial advisors to develop and expand existing relationships while building new ones.

Sales Execution: Consistently achieve outbound call/text, sales activity, and meeting-booking targets.

Advisor Discovery: Use a question-based selling approach to understand advisors’ businesses, priorities, challenges, and opportunities.

Sales Campaigns: Execute campaigns, identify high-potential advisor prospects, prioritize opportunities, and develop plans to convert opportunities into results.

CRM & Follow-Up: Maintain accurate advisor profiles, activities, opportunities, follow-ups, and next steps in CRM.

AI & Productivity: Utilize AI tools to improve email organization, prioritization, follow-ups, task management, research, and business preparation.

Development Director Support: Support Development Directors with scheduling, PowerPoint presentations, content, meetings, business materials, and advisor follow-up.

Data & Business Reporting: Utilize Virtgate and Excel to generate accurate and easy-to-understand business and production reports.

Business Analysis & Project Management: Analyze advisor and production data for actionable insights while tracking projects,



commitments, and deadlines to completion.

Who We Are Looking For

Sales Experience: At least 3 years of insurance, financial services, sales, or business-development experience.

Relationship Builder: Strong interpersonal skills and confidence to develop long-term relationships with financial advisors.

Self-Starter: Well-organized, energetic, creative, and comfortable taking initiative.

Technology & Analytical Mindset: Comfortable with Microsoft Office, Excel, CRM systems, and AI, with the ability to quickly learn new technologies and turn data into business insights.

Strong Communicator: Excellent oral and written communication skills with strong attention to detail and the ability to manage multiple priorities.

Education & Licensing: College or university education in a related field, or equivalent professional experience. LLQP is preferred or in progress.

Why Way Financial?

Work in a growing financial services organization focused on helping independent advisors build stronger and more successful businesses.

Develop practical capabilities across advisor development, sales, AI, data analysis, and project management.

Work directly with experienced Development Directors and industry professionals while developing your own advisor relationships and reputation.

Build valuable capabilities using AI, Virtgate, CRM, Excel, PowerPoint, automation, and modern business-development tools.

Join a company that encourages people to improve systems, challenge traditional approaches, and turn ideas into measurable results.





Strong performance creates opportunities to take on greater responsibilities as Way Financial continues to grow.

Our Interview & Selection Process

Stage 1 – Group Interview & Written Assessment

Approximately 2 hours. Qualified applicants will participate in written exercises and practical assessments involving Excel, PowerPoint, and AI, followed by an introduction and brief Q&A.;

Stage 2 – Individual Skills & Communication Assessment

Approximately 1 hour. Selected candidates will complete an individual assessment focused on sales communication, professionalism, organization, and learning ability.

Stage 3 – Final Interview

Shortlisted candidates will meet with Way Financial leadership to discuss their capabilities, track record, career objectives, and potential fit.

Stage 4 – Employment Offer

Successful candidates will receive an offer to join Way Financial and develop their career within our advisor-development platform.

Are You Ready to Make the Leap?

This opportunity is for someone who wants to become more capable—not simply complete assigned tasks.

We are looking for someone who can build relationships, generate activity, use technology, understand data, communicate professionally, and consistently turn follow-up into results.

If you prefer waiting for opportunities or instructions to come to you, this opportunity may not be the right fit.

However, if you are a proactive relationship builder who enjoys measurable results and wants to develop valuable capabilities in sales, AI, technology, and financial services, we would like to hear from you.

How to Apply

Please submit your resume and cover letter through Indeed.

Only candidates who successfully pass the preliminary aptitude assessment will be invited to the first interview.

Pay: $85,000.00-$90,000.00 per year

Work Location: In person

📌 Advisor Development Manager (Richmond)
🏢 Way Financial
📍 Richmond