Business Development Manager

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🕒 March 31

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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