Business Development Manager

🕒 Março 31

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Experior Financial Group

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

🛡️ Seguros

💼 Consultoria

🏥 Saúde

Insurance • Consulting • Healthcare

A Experior Financial Group é uma agência geral de gestão e empresa de serviços financeiros canadense que conecta associados licenciados a clientes para fornecer soluções de seguros e investimentos. A empresa oferece seguros de vida, saúde, viagem, doenças graves, invalidez e funerais, além de produtos de investimento, como fundos segregados, RRSPs, RRIFs e TFSAs, e serviços de planejamento de aposentadoria. A Experior opera um modelo único de MGA “Tri-Brid”, software proprietário Experior Financial Analysis (EFA) e um CRM para agentes, além de recrutar e treinar associados em todo o Canadá e EUA.

Descrição

• Proactively engage in agent outreach and business development activities • Host training sessions and new agent onboarding programs • Assist the executive team with sales-related projects and initiatives • Conduct market research and analysis to uncover opportunities and support agent training • Collaborate with the marketing team to create and update marketing materials • Support content management for our Learning Management System • Compile and distribute weekly sales reports • Monitor industry trends, competitor activity, and market opportunities to align offerings effectively • Conduct research and prepare reports for executive leadership • Act as the CBDO’s gatekeeper for external contacts • Coordinate training sessions, recruiting events, charitable initiatives, and other company functions • Keep stakeholders informed with urgency, professionalism, and commitment to success • Maintain organized records, both physical and electronic • Handle sensitive information with a high degree of discretion and confidentiality

🎯 Requisitos

• Proven experience in a Business Development role at a Carrier and/or Brokerage • 5+ years of experience in financial services or insurance industry is required • License in life insurance required • CIG funding experience required • Bilingual fluency in English and Spanish (written and spoken) is asset • Strong communication and interpersonal skills, with the ability to inspire and influence others • Highly organized with excellent time management; able to manage multiple tasks in fast-paced environments • Strong analytical and research skills, with the ability to turn data into actionable insights • Proficient in Microsoft Office Suite and adaptable to new software systems • Comfortable with public speaking and facilitating training sessions • Self-motivated, resourceful, and adaptable to changing priorities • Demonstrates professionalism, discretion, and confidentiality in all interactions • Must reside and be authorized to work in USA

🏖️ Benefícios

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Flexible work options: on-site, remote, and hybrid • Career growth and development opportunities • Diverse and inclusive team environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment