3 часа назад
Senior Business Development Officer - Insurance Strategist (Insurance)
146 300 - 271 700$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Business Development Officer - Insurance Strategist (Insurance): Driving client acquisition and implementing insurance solutions within wealth management with an accent on insurance strategy, client relationships, and risk management. Focus on developing referral networks, managing complex sales opportunities, coordinating insurance partners, and ensuring fiduciary compliance.
Location: Cherry Hill, New Jersey; must be based in the Northeast area of the United States. This is an in-office role with 50–75% travel within a day-driving range.
Base salary: $146,300–$271,700 annually, plus incentive compensation.
Company
is a financial services company providing banking, wealth management, and insurance solutions.
What you will do
- Drive new client acquisition across new and existing markets and develop complex prospective client opportunities.
- Collaborate with wealth management teams and advisors to identify and implement insurance solutions.
- Build relationships with internal and external centers of influence and educate referral partners on insurance solutions.
- Manage prospecting, sales strategies, onboarding, and transitions from prospects to clients.
- Track insurance goals and opportunities, maintain sales administration, and use technology for communication and follow-up.
- Provide insurance expertise while managing fiduciary, compliance, and enterprise risks.
Requirements
- Bachelor’s degree required; advanced education or comparable experience may be considered.
- Typically 8+ years of relevant industry experience.
- Life and Health Insurance license required.
- Advanced insurance industry certifications are preferred.
- Experience as an individual insurance producer and across mutual, brokerage, and banking systems is preferred.
- Must be based in the Northeast area of the United States; employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment with a team-based operating model.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase, dependent care, and family support programs.
- Educational assistance, wellness programs, paid holidays, parental leave, and 15–25 vacation days depending on career level and service.
- Inclusive and accessible workplace with reasonable accommodation support.
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