Director, Business Development NWPS

About the role

The Director, Business Development is responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. They lead projects, programs, or processes with significant business impact involving cross-functional teams.

Responsibilities

• Builds and maintains relationships with financial advisors to generate revenue within a specific territory.
• Identifies, qualifies, and engages with retirement plan specialist advisors in territory.
• Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
• Achieves territory sales goals.
• Manages expense account within allotted budget.
• Presents sales activities at weekly meetings.
• Develops and implements business plans for the territory to deliver on sales goals.
• Supports advisors in efforts to grow their business.
• Organizes, manages, and tracks multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Prepares and delivers clear, convincing, and professional sales presentations to small and large audiences.
• Problem solves sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.
• Analyzes business processes and identifies process improvement opportunities.
• Uses appropriate interpersonal styles and communicates effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develops and maintains effective working relationships with team members, internal partners, and external parties.
• Establishes clear directions and priorities.

Requirements

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.
• Five (5) years of experience in the retirement plan services industry in strongly preferred.

Qualifications

• Knowledge of fundamental concepts, principles, and practices of the company sponsored retirement plan industry.
• Ability to represent the company in a highly professional manner.
• Ability to organize, prioritize, and manage tasks and projects to complete work efficiently.
• Ability to develop and maintain effective working relationships with team members, internal partners, and external parties.
• Ability to establish clear directions and priorities.

Skills

• Identifying the needs of plan sponsors through effective questioning and listening techniques.
• Supporting advisors in efforts to grow their business.
• Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
• Problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.
• Analyzing business processes and identifying process improvement opportunities.
• Using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Critical Illness Insurance and Accident Insurance
• Disability Benefits
• Retail Savings
• Paid Time Off (including vacation, holidays, and sick leave)
• Parental Leave

Pay

$100,000.00-$130,000.00

Schedule

Up to 50%