Business Development Manager

🕒 il y a 5 mois

🇺🇸 États-Unis – Télétravail

💵 $120 000 - $130 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Business Developer (BDR)

👻 Score fantôme 35%

infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

🗣️🇪🇸 Espagnol requis

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Logo of Experior Financial Group

Experior Financial Group

51 - 200 employés

Fondée en 2014

🛡️ Assurance

💼 Conseil

🏥 Santé

Insurance • Consulting • Healthcare

Experior Financial Group est une agence générale gestionnaire canadienne et une société de services financiers qui connecte des associés agréés avec des clients pour fournir des solutions d'assurance et d'investissement. L'entreprise propose des assurances vie, santé, voyage, maladies graves, invalidité et funérailles, ainsi que des produits d'investissement tels que les fonds distincts, REER, FERR et CELI, ainsi que des services de planification de la retraite. Experior opère un modèle unique d'AGA « Tri-Brid », le logiciel propriétaire d'Analyse Financière Experior (EFA) et un CRM pour les agents, et recrute et forme des associés à travers le Canada et les États-Unis.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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