Business Development Manager

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Experior Financial Group

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 2014

💸 Finanzen

👥 B2C

Finance • B2C

Experior Financial Group ist eine kanadische Generalagentur und Finanzdienstleistungsfirma, die lizenzierte Mitarbeiter mit Kunden verbindet, um Versicherungs- und Anlageprodukte anzubieten. Das Unternehmen bietet Lebens-, Gesundheits-, Reise-, Schwerkrankheits-, Invaliditäts- und Bestattungsversicherungen sowie Anlageprodukte wie Sondervermögen, RRSPs, RRIFs und TFSAs sowie Ruhestandsplanungsdienste an. Experior betreibt ein einzigartiges „Tri‑Brid“ MGA-Modell, proprietäre Experior Financial Analysis (EFA) Software sowie ein CRM für Agenten und rekrutiert und schult Mitarbeiter in ganz Kanada und den USA.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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