VP, Business Development

4 weeks ago

Dana Point, California, United States Marsh Berry Full time
MarshBerry is currently seeking a Vice President, Business DevelopmentThe VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry's products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. Responsibilities :
  • Generate new business for all of MarshBerry's products and services nationally to achieve new business goals.
  • Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry.
  • Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
  • Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects.
  • Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership.
  • Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities.
  • Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
  • Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings.
  • May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry's Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services.
  • Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
  • Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries.
  • Stay abreast of industry news, trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
  • Special projects and other tasks as assigned.
Selection Criteria Education & Experience:
  • Bachelor's degree in Business Management, Finance, or related degrees. Master's degree is a plus.
  • Related professional designations and licenses are preferred.
    • Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies.
      • 10+ years of business development leadership experience and a proven track record of success in achieving sales goals. Experience in financial services, insurance, consulting or professional services industries.
        • Experience in financial consulting, merger and acquisition advisory or wealth management is desired.
          • Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent.
          • Experience with Salesforce is preferred.
          Other:
          • Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
          • Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
          • Ability to travel 50-60% of the time; includes overnight and weekend travel.
          • Ability to work flexible and/or extended hours as needed.
Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
  • Crain's Best Employers in Ohio
  • The Nation's Best and Brightest in Wellness
  • North Coast 99
  • Top Work Places - The Plain Dealer
  • Weatherhead 100
  • West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities. Marsh Berry

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