Our established but growing Financial Services Company is in need of an experienced and resourceful Director of Business Development to create and implement growth opportunities in existing and new markets. Candidates should be team players who not only understand how to identify a new market opportunity, but also know what it takes to lead a team forward and realize that opportunity. Our ideal candidate has strong interpersonal and communication skills, a focus on organization, and enhanced multitasking abilities. Marketing and strategic analysis are important aspects of the position, along with exceptional negotiation skills and the ability to close deals. Successful applicants should also be willing to travel. Preference will be given to candidates who plan to stay and grow with our company for the foreseeable future.
Responsibilities and Duties:
Research prospective accounts in targeted markets, pursue leads and follow through to a successful agreement.
Maintain relationships with current clients and identify new prospects within California, Nevada and Arizona.
Possess a strong understanding of our proprietary EASE process; our unique value proposition, as well as positioning us for“co-opetition”in the retirement plan marketplace.
Prepare and deliver pitches/proposals to potential institutional clients.
Follow the latest industry developments and stay up-to-date on corporate competitors.
Foster a collaborative environment within the organization.
Work with the founders, our sales team and planners to coordinate process implementation with new and existing clients.
Qualifications and Skills:
Excellent organizational skills, with emphasis on priorities and goal setting.
Ability to develop good relationships with current and potential clients.
Excellent leadership, written and verbal communication skills.
Knowledge of productivity tools and software.
Strong proficiency in Microsoft Word, Excel, PowerPoint.
Superior presentation and communication skills, both written and verbal.
Ability to communicate information, whether technical or non-technical to staff members and customers, in a clear and concise manner.
4-year college degree
2+ years’experience working in a business development role.
The ability to travel to meet clients, attend conferences and research new markets as needed.
If not fully registered and licensed, candidate will need to obtain Series 7, Series 66 and Life licenses.
Registered Associates of Retirement Security Centers are registered representatives of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Retirement Security Centers is not an affiliate of Lincoln Financial Advisors. CRN2085745-041118
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.
Location/Region: Sacramento, CA (US)