Vice President of Business Development- P&C Growth

Responsibilities

• New Partner Acquisition — Own the end-to-end BD process for net-new bank and credit union partners — prospecting, outreach, discovery, proposal, and close; primary focus on Tier 2 and Tier 3 banks and mid-size credit unions
• Pipeline Management — Build and manage a disciplined BD pipeline in Salesforce; maintain accurate forecasting, activity tracking, and stage progression; report weekly pipeline status to CGSO
• RFP Leadership — Lead FM's response to formal RFPs from prospective FI partners; project-manage the response process including coordination with product, marketing, compliance, and legal
• Partner Onboarding Handoff — Own the transition from signed agreement to operational launch — working with Brokerage Operations and Channel Marketing to ensure partners activate quickly and successfully
• Market Intelligence — Track competitive landscape, FI insurance program trends, and bank/CU regulatory developments; bring market insight back to the CGSO and product teams to inform strategy
• Tier 2/3 Bank Strategy — Execute FM's strategic pivot toward Tier 2 and Tier 3 banks — developing a target list, activation playbook, and prospect engagement model for this segment

Requirements

• 5+ years in B2B business development or partnerships — financial services or insurance distribution required
• Demonstrated track record of closing complex, multi-stakeholder deals with banks or credit unions
• Comfort selling into bank and credit union executive teams — compliance, retail banking, wealth, and/or operations buyers
• Strong written and verbal communication; ability to represent FM credibly in formal RFP processes
• Self-directed hunter mentality — this role does not come with a warm lead queue