Relationship Manager

Infinity Business and Tax Group (IBTG) is a growing tax practice built to help individuals and business owners get ahead - and to make sure every person we talk to gets connected to the right specialist, whether that's one of our own tax professionals or an advisor at our affiliated wealth management practice. As a Relationship Manager, you're an IBTG employee who owns the very first conversation a brand-new prospect has with us: finding people who've never worked with Infinity before, getting to know what's actually on their mind financially or in their business, and connecting them with the right person.

INFINITY BUSINESS AND TAX GROUP

Business Development Representative  |  Sales  |  No License Required  |  Full-Time

Location:	On-site / hybrid - Chesterfield, MO or South Florida
Schedule:	8:00 am. - 4:30 pm CT
Compensation:	Base $50,000 - $60,000 + uncapped incentive & bonus  Total OTE $90,000 - $125,000+
Reports To:	Revenue Director
License Required:	None - this role is intentionally unlicensed

Infinity Business and Tax Group (IBTG) is a growing tax practice built to help individuals and business owners get ahead - and to make sure every person we talk to gets connected to the right specialist, whether that's one of our own tax professionals or an advisor at our affiliated wealth management practice. We're expanding our business development team because the people who come to us deserve more of our time, not less. We're looking for our next great connector!

New to financial services or sales? That's okay - no securities or insurance license required for this role, and none is expected. If you're great with people, you don't quit after a “no,” and you want a real seat inside a growing tax and wealth-referral business without starting with a licensing exam, this is your way in.

As a Relationship Manager, you're an IBTG employee who owns the very first conversation a brand-new prospect has with us: finding people who've never worked with Infinity before, getting to know what's actually on their mind financially or in their business, and connecting them with the right person. For a tax-focused prospect, that's one of our own IBTG tax specialists.

For a wealth-focused prospect, you schedule - never hold - a discovery call with an advisor at our affiliated wealth practice, and IBTG is compensated for that referral under a standard, pre-set referral arrangement. You build the relationship and set up the hand-off; the specialist takes it from there.

·        Source new prospects every week - outbound outreach, networking, LinkedIn, and your own personal connections

·        Build real relationships and have natural conversations that surface what a prospect actually cares about

·        Qualify every prospect before scheduling anything - the right fit, not just a full calendar

·        Schedule (not run) discovery calls with an advisor at our affiliated wealth practice, or route tax-only prospects directly to our IBTG tax team

·         Keep a clean, current pipeline in CRM and report your own numbers weekly

·        Train on Cardone University prospecting methodology and ongoing sales development

Required:

·        No securities or insurance license required or expected - we'll never ask you to discuss planning, investments, or suitability

·        A natural connector who builds rapport fast with people who have no prior connection to Infinity

·        High personal accountability - owns their numbers and follows through without being chased

·        Comfort in a performance-driven, high-volume prospecting environment

·        Strong phone, written, and in-person communication skills

·        CRM discipline - keeps records current and uses data to manage the pipeline

Preferred:

·        Experience as a platform representative, personal banker, or similar relationship-to-specialist role at a bank, credit union, or financial institution

·        Consultative sales background (real estate, insurance, financial services) - even without a securities license

·        Comfort working with high-net-worth individuals and business owners

·        Sales training background (e.g., Cardone University or similar)

Base salary: $50,000–$60,000, based on experience - plus a biweekly per-call incentive, client-signing bonuses, and an uncapped annual performance bonus on top.

On-target earnings in year one: roughly $90,000–$125,000+ at a solid, consistent activity level - base is guaranteed, the rest is earned through real pipeline activity and results and isn't capped.

This isn't a dead-end seat. From here, Relationship Managers can grow into:

·        Senior Relationship Manager - training and onboarding new hires as the program scales

·        Relationship Manager Team Lead - leading a team once the function grows

·        The licensed advisory track - pursue licensing toward Associate Advisor, Associate Financial Advisor, or Advisor

·        A direct move into our tax practice

·        General leadership elsewhere in the firm, if that's the better long-term fit for you

• Full-time, Monday through Friday
• Standard business hours: 8:00 a.m. – 4:30 p.m. Central Time
• Candidates may be based in St. Louis, Missouri or South Florida.
• Evening or weekend availability may be required for client events, networking opportunities, and business development activities.

·        Health insurance

·        Dental 

·        401(k) +match

·        PTO & Sick

·        Holiday

To be considered, email your resume to

HR@Infinitybtg.com

and in your email, tell us in one sentence which Career Path direction above interests you most. We read every application that answers this; it's how we know you read the whole posting and not just the headline.