Business Development Officer

Cumberland Trust; Missouri; Remote; USD 95,000 - 130,000; Full time

Job summary

A leading financial services firm seeking a Business Development Officer to develop and close new trust and estate business relationships in the Missouri/Kansas market. The ideal candidate will have a Bachelor’s degree and at least 5 years of sales experience in financial services. Key responsibilities include developing trust opportunities, creating proposals, and maintaining relations with attorneys and financial advisors. Travel is required approximately 50% of the time, and proficiency in Microsoft Office and Salesforce is a plus.

Qualifications

• Minimum of 5 years sales experience in the financial services industry.
• Ability to work multiple projects simultaneously.
• Ability to influence and persuade to achieve desired outcomes.
• Excellent customer service skills among families, attorneys, financial advisors, and internal teams.

Responsibilities

• Develops new trust opportunities that lead to annual recurring revenue.
• Works with business development and strategy teams to identify and close new business.
• Creates business proposals for families and their advisors.
• Creates business proposals for families and their professional advisors.
• Participates in internal committee meetings to present new business opportunities.
• Maintains and tracks all professional contacts and leads using company software.
• Cultivates relationships with attorneys, financial advisors, CPAs, and estate planning professionals.
• Participates in marketing activities such as branding, communication, and campaigns.

Skills

Ability to influence and persuade to achieve desired outcomes

Creative thinker and problem solver

Excellent customer service skills

Organizational skills

Ability to work independently and as part of a team

Proficient computer skills

MS Office & Salesforce

Education

Bachelor’s degree or equivalent work experience

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.

If you share our values of integrity, reliability, respect, and opportunity, we would love the chance to talk to you!

Position Overview

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.

Duties

• Develops new trust opportunities that lead to annual recurring revenue.
• Works with business development and strategy teams to identify and close new trust and estate business.
• Meets and exceeds annual business development goals.
• Creates business proposals for families and their professional advisors.
• Participates in internal committee meetings to present new business opportunities.
• Utilizes company software to track and maintain all professional contacts and leads.
• Responds to internal and external inquiries in a timely and professional manner.
• Cultivates, develops, and maintains strong relationships with attorneys, financial advisors, CPAs, and estate planning professionals.
• Assists with marketing activities such as branding, communication, and campaigns.
• Participates and represents the Company in industry events such as forums, conferences, and client discussions.
• Follows important legislation impacting the industry.
• Communicates the Company’s unique platform and Tennessee trust laws.
• Understands competitor products, models, and processes and how they differ from the Company.

Education, Experience, and Skills

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

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.