Senior Business Development Manager
4 weeks ago
We foster a culture of inclusivity and growth, where every employee has the opportunity to succeed and be rewarded for their efforts.
We care for our customers by creating innovative products that help them protect their families and achieve their retirement goals.
We care for our community by giving back through time, resources, and donations, and we care for the future by supporting sustainability and promoting social equity.
Key Responsibilities:
The Field Marketing Organization External Wholesaler will establish and maintain productive relationships with top 10% of independent financial advisors to drive sales and meet sales targets.
The primary focus of this role is regular engagement through meetings and virtual interactions to understand the FAs needs and sales practices to offer customized value-added solutions.
Wholesaling:
Establish and maintain productive relationships with top 10% of independent financial advisors.
Engage with them through face-to-face and virtual interactions to understand their needs and sales practices to offer customized value-add solutions such as marketing support, client events, etc.
Support them in effectively incorporating our products into their value proposition and sales process.
Account Management:
Develop and maintain a targeted strategy to manage their assigned book of business.
Plan and schedule sales visits, meetings, and events to optimize time and resources while driving maximum sales results.
Leverage data to identify opportunities and measure the effectiveness of sales strategies.
Collaborate with internal sales and others to align strategies, prioritize focus, address issues, and ensure seamless support for assigned FAs.
Develop, coordinate, and/or deliver compelling presentations, seminars, and workshops, with the aim of increasing product awareness and driving sales.
Relevant work experience including financial services experience is required.
Extensive travel is required and the job may require periods of bending, stooping, sitting or standing.
We offer a comprehensive medical and dental plan, a generous time off plan, and an outstanding 401(k) company match.
Our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store, and two cafeterias.
Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes, and celebrates diversity.
We welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability, or sexual orientation.
Let's care for tomorrow.
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