Business Development Officer

Trust Point Inc.; Eau Claire (WI); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Pet insurance

401(k) plan

Profit-sharing plan

Job summary

Trust Point Inc. in Eau Claire, WI, is seeking a full-time Business Development Officer to enhance client relations and identify new opportunities for customized wealth and investment management services. The role offers a base salary with an uncapped commission structure and benefits including pet insurance and a generous 401(k) plan.

The ideal candidate will have a Bachelor’s degree, 3-5 years of sales experience, and strong communication and interpersonal skills.

Qualifications

• Bachelor's degree preferred.
• 3-5 years of experience in sales required.
• 2-3 years of financial/investment experience preferred.

Responsibilities

• Establish and improve relationships with clients.
• Participate in industry networking and associations.
• Develop understanding of services provided.

Skills

Sales experience

Client relationship development

Interpersonal skills

Communication skills

Teamwork

Education

Bachelor's degree

Job description

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.

ABOUT TRUST POINT INC.

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.

A DAY IN THE LIFE OF A BUSINESS DEVELOPMENT OFFICER

• 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.

REQUIREMENTS

• 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.

WORK SCHEDULE

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.