Director, Business Development

Northwest Plan Services

301d • $110,000 - $130,000 • Remote

About The Position

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialists, registered investment advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company. The Director, Business Development will cover the South Central territory, to include Texas, Louisiana, Oklahoma, and Arkansas.

Requirements

• Bachelor's degree in Business Administration or Marketing.
• 3 to 6 years of general experience in business development or related field.

Responsibilities

• Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
• Identify, qualify, and engage with retirement plan specialist advisors in the territory.
• Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in the territory.
• Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
• Developing and implementing business plans for the territory to deliver on sales goals.
• Presents sales activities at weekly meetings.
• Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
• Achieve territory sales goals.
• Manages expense account within allotted budget.
• Performs other duties and responsibilities as assigned.

Benefits

• Competitive Benefits Package
• $110,000 - $130,000 base salary, eligible for quarterly incentive compensation based on sales achievement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree