Business Development Associate, Highland Capital Brokerage

Advisor Group; Birmingham; On-site; GBP 35,000 - 50,000; Full time

Job summary

An established financial services company in Birmingham seeks a Business Development Associate to drive sales activities and partner with VPs. The ideal candidate will have a Bachelor’s degree in a related field, a Life and Health License, and over 3 years of related experience. Responsibilities include identifying sales opportunities, facilitating case design requests, and maintaining strong client relationships. Candidates should possess excellent communication skills and a self-motivated attitude. This role provides the opportunity for career growth within the company.

Qualifications

• 3+ years of related industry experience.
• Excellent written and oral communication skills.
• Strong customer service motivation and abilities.
• Self-motivated with good problem-solving skills.
• Ability to execute tasks in a timely manner.

Responsibilities

• Partner with assigned VPs to drive sales activity.
• Identify sales opportunities within existing client base.
• Facilitate fulfillment of case design requests.
• Maintain knowledge of life products and industry trends.
• Analyze and generate sales proposals and presentations.

Skills

Excellent communication

Customer service skills

Self-motivated

Problem-solving skills

Ability to multi-task

Education

Bachelor’s degree in financial services or related field

Life and Health License

H.S. Diploma or GED with significant practical experience

Tools

MS Dynamics CRM

Job description

Summary

We have an opportunity for a Business Development Associate within Highland Capital Brokerage, a member of Osaic. This role works directly with VPs, Producers and Financial Professionals as a primary focus. Business Development Associates (BDA) are consultative and masterful communicators; organized, infinitely coachable and resilient. The BDA is more proactively focused on producer connectivity versus technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the BDA will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The BDA is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers. C and D producers may consider this individual their primary contact. These individuals may grow into roles such as an AVP or SVP.

Education Requirements

• Bachelor’s degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
• Life and Health License is required

Responsibilities

• Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
• Work closely with the assigned VP to develop and execute their business plan (where applicable)
• Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
• Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
• Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
• Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
• Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
• Make recommendations on appropriate products and concepts based on client needs
• Answer application-specific questions with our Producers
• Send applications to our Producers (where applicable)
• Facilitate weekly sales support discussions to ensure all are informed
• Work with our Producers to promote and assist their access to technology
• Input activity, contacts opportunities into CRM, as needed
• Request illustrations based on the specific case request and log in CRM
• Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
• Create initial opportunity in CRM as required by the VP
• Store illustrations in consistent manner
• Complete and Follow Up on In-Force Illustration Requests as needed
• Stay informed on available website and collateral material
• Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed

Basic Requirements

• 3+ years of related industry experience
• Excellent written and oral communications
• Excellent customer service motivation and abilities
• Self-Motivated, possesses good problem-solving skills
• Ability to multi-task and work requests to completion
• Candidate must demonstrate strong willingness to learn
• Ability to execute tasks in a timely manner

Preferred Requirements

• Series 6
• MS Dynamics CRM proficiency