Business Development Officer

2 days ago


Traverse City, Michigan, United States Greenleaf Trust Full time
Business Development Opportunity

Greenleaf Trust is seeking a skilled Business Development Officer to originate new business and promote the company's visibility in the community.

Key Responsibilities:
  • Source new business by building relationships with prospects, referral sources, and centers of influence.
  • Represent Greenleaf Trust at community events, financial planning functions, and social events.
  • Develop and maintain a network of attorneys, accountants, and other advisors to facilitate referrals.
  • Provide continuous support to new clients throughout the account transfer process.
  • Transfer relationships to the Client Centric Team in a smooth and efficient manner.
  • Actively participate in sales team meetings and event-driven marketing activities.
  • Represent Greenleaf Trust in the community and through local Board of Director representation.
Supporting Greenleaf Team Members:
  • Work effectively with Operations Division team members to ensure the smooth opening of new account relationships.
  • Work closely with Client Centric Team members to support client needs.
  • Assist with seminar content development in areas of expertise.
  • Ensure thorough tracking of prospect, COI, and client communications in the CRM system.
Continuing Education:
  • Participate in continuing education opportunities in wealth management, estate planning, tax, and retirement areas to remain current with new developments in the industry.
Committees:
  • Actively participate in assigned workgroup(s) for various projects.

Security Responsibilities:

  • Employees are required to comply with all information and physical security policies and procedures.
  • Recurring training on information and physical security policies will be provided throughout your period of employment.

Requirements:

  • Bachelor's degree and a minimum 5 years' experience selling financial services or related intangible products or equivalent education and experience required.
  • JD, CFP, and/or CTFA beneficial, but not necessary.


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