Senior Business Development Manager
1 week ago
We are a faith-based non-profit financial services organization that offers a range of investment management, retirement, and personal advisory services to the evangelical Christian community. Our mission is to serve those who serve the Lord, and we are committed to providing our employees with a supportive and inclusive work environment.
Job SummaryWe are seeking a dynamic and experienced professional to join our team as a Senior Business Development Manager. In this role, you will be responsible for building and maintaining relationships with key decision makers at institutional plan sponsors and plan consultants, with a focus on growing our Retirement Solutions business.
Key Responsibilities- Building and implementing business plans to achieve growth and new business goals for large institutions
- Identifying key prospects and targets, and demonstrating proficiency in the discovery process and moving through the Know, Target, Prospect, Value, Commit stages
- Assisting with lead generation marketing campaigns, cold calling, emails, and RFPs
- Developing and delivering sales presentations
- Managing multiple facets of the sales process with multiple opportunities, including coordinating meetings, content, follow-up tasks, phone calls, proposals, presentations, commitment, and initial stages of onboarding
- Inputting accurate and timely information into CRM relative to sales process and data necessary to create realistic sales and revenue projections
- Seamlessly transitioning sold clients to the Relationship Manager/Client Service team
- Providing input on market trends, competitor analysis, or other business insight gathered in the field
- Teaming with GuideStone's Director of Intermediary Distribution in the plan consultant marketplace
- Assisting Retirement Relationship Managers on retention and participating on key initiatives within the company
- 10+ years of large-retirement plan sales or relationship management experience
- In-depth knowledge of retirement plan products and services, preferably within the institutional not-for-profit retirement services market
- A competitive personality with strong problem-solving skills
- Ability to quickly establish trust and confidence
- Strong knowledge of 403(b)(9) plans required, church plan knowledge helpful
- Possess keen business insight and results-driven
- Track record of business development through new plan sales and retention
- Ability to communicate effectively: strong written and oral presentation skills
- Persuasive and compelling style with experience at conflict resolution
- Advanced ability to think analytically and act strategically
- FINRA 6 & 63 licenses
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