Business Development Officer

Trusted as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI, is hiring a full‑time Business Development Officer to join our Sales team. As a Business Development Officer you will work to deepen relationships with centers of influence and identify new clients in need of our customized wealth and investment management solutions.

The position provides a base salary with an uncapped commission structure and a complete line of benefits including pet insurance, identity protection coverage, an extremely generous 401(k) plan and a profit‑sharing plan.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. Our goal is to provide outstanding client service to help our clients achieve their financial goals.

• Establish, maintain, and improve the relationships between our company, our clients, and our centers of influence.
• Participate in industry networking forums and other professional associations.
• Develop an in-depth understanding of the services we provide to become an advocate for the needs of clients and prospects.
• Prepare and present proposals to current and future clients.
• Build relationships to include analyzing and providing the necessary services that are the right fit for our clients.
• Establish client development communication plans.
• Participate in continuing education through internal and external training to stay current in investments, trusts, estate planning, and retirement planning.
• Show willingness to volunteer and support the local community.
• Maintain current regulatory and compliance knowledge.

• Bachelor's degree preferred.
• 3-5 years of experience in sales, required.
• 2-3 years of financial/investment experience, preferred.
• Proven track record of new business development.
• A high-touch, client-focused approach.
• Advanced interpersonal skills, professional demeanor, integrity, and goal-oriented with an entrepreneurial spirit.
• Excellent written and oral communication/presentation skills.
• The ability to work in a team environment alongside highly credentialed staff.

This position requires excellent communication and interpersonal skills including relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.