Business Development Manager

  • 3-6 Year
  • Dartmouth
  •   Posted On: May 16, 2018
  •   Skills:  Business Development, Communication, Interpersonal, Time Management

Job Overview

Roles & Responsibilities

Responsibilities:

Provide sales/marketing strategies to advisors

Responsible for all sales and marketing for advisors contracted through FHG’s assigned branch on life business and money business

Interact with RVP’s and sales directors from all carriers on behalf of the assigned branch and MGA corporately

Recruit and support new and existing advisors with daily sales needs

Track and report production to regional VP or President

Structure campaigns and incentives to create an environment for advisor to increase production

Involved in day to day operation of the MGA, marketing allowance tracking, national sales campaign planning, compliance, sales congress, ongoing training and education of brokers

Manage advisor debt for assigned branch and assist with debt for the assigned region

Function as a member of the Business Development Manager/Business Development Consultant team in assigned branch and on MGA corporate side by fielding inquiries from various advisors in region

Represent and promote FHG by attending various sales conferences and industry events

Build and maintain collaborative and constructive working relationships (internally and externally)

Communicate effectively with colleagues, insurance carriers, advisors and clients

Provide product knowledge to advisors

Work closely with advisors with less than 5 years in the business to help them excel in their production

Perform any other duties as assigned

Skills/Abilities:

Service oriented

Self-starter and self-motivated

Ability to excel and multi-task in a fast paced working environment

Able to anticipate needs and be pro-active, flexible, have a sense of urgency and very resourceful

Strong communication and interpersonal skills

Ability to adapt to continuous change

Excellent organizational skills

Strong time management skills

Ability to work independently

Bilingual in French and English an asset

Job Knowledge or Work Experience:

Proven experience in insurance/financial services industry

Proven experience in customer service

Proven experience with Microsoft programs such as Word, Excel and Outlook

Previous experience in sales or sales environment

Knowledge of the MGA environment and it’s processes

Experience in WealthServ an asset

Professional/Technical Certification or Licenses:

CFP, CLM, CHS and/or EPC financial services designation is an asset

LLQP life license is required

Education:

College diploma, University degree, or equivalent experience

Equivalent years of experience in financial services industry

Industry courses an asset

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