Business Development Executive

ESSENTIAL DUTIES Sales

• Networks within appropriate industry groups that have been identified as prospecting targets
  • Calendar all networking/marketing events
  • Establish 2 meetings a month with networking partners
• Minimum Outreach Expectations
  • Post unique content 2x week on Linked In and other social media sites
  • Make 20 outbound calls a week to prospective clients
  • Send 20 outbound emails a week to prospective clients
  • Make 2 videos, drops, or handwritten letters per week
• Updates CRM database consistently and frequently with prospecting activity.
• Builds and maintains a prospect pipeline that meets objectives laid out by supervisor
• Establishes meaningful relationships with the intention of earning their business
• Is a Constant Learner
  • Continually develops sales knowledge and techniques by
    • listening to Conner’s Sales Coach
    • listening to recommend sales related podcasts and books
    • increase knowledge on AI usage and how it can help the sales process

• Generates new leads, identifies and contacts decision-makers, screens potential business opportunities, leads and facilitates sales meetings.
• Implements the established outbound sales and business development strategy, sales processes, structure and best practices across company
• Communicate our value proposition through proposals, presentations, and new business materials to create and nurture business opportunities and partnerships.
• Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets
• Assists in the coordination and implementation of marketing strategies and initiatives
• Responsible for inviting, communicating, and maximizing attendance at networking, educational events.
• Maintains and shares professional knowledge through education, networking, events and presentations.
• Timely and accurately updates Salesforce with prospect information and communication
• Updates weekly internal Master Sales Sheet

• Acts as liaison between Client, the internal Team, and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
• Communicates effectively across various levels of an organization.
• Maintains relationship with Clients.
• Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
• Strives to meet service standards in all circumstances.
• Follows up with Clients to ensure that their needs have been met.
• Identifies opportunities to create partnerships.

• Proficient in Commercial Insurance marketplace (Property, Liability, Auto, Workers’ Compensation) and Employee Benefits self-funded and fully insured marketplace; carriers, and the benefits/services they offer. Knowledge of medical, dental, vision, life and disability offerings.
• Objectively critiques the competition (strengths, weaknesses) and seeks opportunities for business development.
• Continually develops industry knowledge by attending trade shows, seminars, conferences, etc.
• Identifies current industry trends and explains industry trends to Clients.
• Develops knowledge of related industries and their impact on own industry.

• Works with Advisors, Account Executives and Account Managers efficiently, respectfully and effectively – establishes priorities and timelines.
• Works with Marketing team to deliver materials, promote events, and communicate value proposition.
• Advocates and helps facilitate communication between internal team.
• Addresses gaps in team expertise.
• Shows up on time and well groomed.
• Delegates authority to match responsibility, holding staff accountable for agreed upon commitments.
• Delegates responsibility rather than taking charge or micro‑managing when staff have the capability. Supports staff taking independent action.

• Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

• Prefer bachelor’s degree or at least an Associate’s degree or equivalent from…