Business Development Officer

Cumberland Trust; Kansas City (MO); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Fully paid employee medical insurance

Job summary

Cumberland Trust is seeking a Business Development Officer to grow and manage trust and estate business relationships. The role involves identifying strategic partnerships with advisors, attorneys, CPAs, and clients to build a robust pipeline and recurring revenue.

A Bachelor’s degree or equivalent is required, with at least five years of sales experience in financial services. Travel across the Missouri/Kansas and Illinois markets is expected, roughly 50% of the time, and the company offers a

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum of 5 years sales experience in the financial services industry.
• Travel readiness; willing to travel ~50% of the time.

Responsibilities

• Develop, track, monitor, and close new trust and estate business relationships.
• Identify, cultivate, and develop strategic relationships with advisors, attorneys, CPAs, and clients that result in a strong pipeline and recurring revenue.

Skills

Influence & Persuasion

Creative thinking

Customer service

Organizational skills

Multi-project management

Independent & team work

MS Office & Salesforce

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Salesforce

Job description

Cumberland Trust was founded on the idea of doing things differently in the trust world. This applies to how we treat our clients in a personalized fashion, and it applies to how we interact with each other. Our employees are our greatest asset, and we continually strive to ensure each person has an experience that provides personal fulfillment and professional growth. We recognize all strengths and support our employees by offering mentorship initiatives, collaborative experiences, and leadership opportunities.

We embrace a “family-first” approach with both our clients and our employees. We believe that if our team members are cared for, in turn, our clients will be shown the highest level of attention and service.

Cumberland Trust is searching for a Business Development Officer. As part of the Business Development team, the Business Development Officer is responsible for developing, tracking, monitoring, and closing new trust and estate business relationships for Cumberland Trust. The Business Development Officer will identify, cultivate, and develop strategic relationships with advisors, attorneys, CPAs, and clients that result in a strong pipeline and annual recurring revenue within their respective market.

Education: Bachelor’s degree or equivalent work experience

Experience: Minimum of 5 years sales experience in the financial services industry

Skills:

• Ability to influence and persuade to achieve desired outcomes
• Creative thinker and problem solver to address the flexibility needed to every unique situation
• Excellent customer service skills among all stakeholders – families, attorneys, financial advisors, and internal departments
• Organizational skills
• Ability to work multiple projects simultaneously
• Ability to work independently and as part of a team
• Proficient computer skills including knowledge of Microsoft Office Suite and Salesforce
• Location and Travel: Cumberland Trust is looking for Business Development Officers in both the Missouri/Kansas market and the Illinois market. Travel throughout the territory is required, estimated at about 50% of the time.

Cumberland Trust offers all the benefits that you would expect including an option for fully paid medical insurance for the employee. Our company is heavily involved in service projects in the community, and we would love to have you join us. If this sounds like you, please apply.