Partnerships Growth Manager, Trust Services

Lutheran Social Service of Minnesota; Minnesota; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Childcare assistance

Medical insurance

PTO with holidays

Job summary

Lutheran Social Service of Minnesota is seeking a Trust Services growth specialist responsible for expanding partnerships and new Trusts. The role emphasizes building relationships with diverse stakeholders and delivering accessible financial planning workshops to families and guardians.

You will operate with autonomy, mostly from the office, and be held to a high standard of customer engagement and acquisition, educating communities about our mission-driven products while closing opportunities.

Qualifications

• Bachelor’s degree in Business, Marketing, Education, Disability Advocacy, Financial Planning or related field.
• 5+ years of experience required.
• Experience navigating CRM and related software.
• At least 2 years in direct sales, financial planning, education, or disability services advocacy with proven success.
• Excellent oral and written communication skills.
• Self-starter, entrepreneurial mindset, and ability to work with little day-to-day supervision.
• Comfort making "cold calls" to potential referral sources or clients.
• Ability to manage multiple projects simultaneously.
• Dedication to customer service.
• Desire to work with mission-driven organization to help improve the lives of older and/or vulnerable citizens of Minnesota.
• Must be persistent, high emotional intelligence, adept at tailoring education to audience, and able to move relationships towards action. Must be an effective closer.
• Experience speaking in public in front of executive teams and large audiences.
• Experience working with emerging marketing alternatives.
• Thorough knowledge of the mission of Trust Services and be able to communicate it clearly.
• Demonstrate adaptability and teachability.
• A valid driver's license, acceptable driving record, and a Motor Vehicle Check (MVR).

Responsibilities

• Drive growth of LSS Trust Services by bringing in new partnerships and Trusts.
• Build long-term community partnerships with diverse stakeholders.
• Provide accessible workshops on financial planning for individuals with identified needs & their families/guardians/representatives.
• This is a sales role that educates families and community members to bring in people for whom our products are a good fit.
• Operate with autonomy and be held to a high standard of Customer Engagement & Acquisition.

Skills

CRM proficiency

Relationship building

Public speaking

Cold calling

Communication

Self-starter

Education

Bachelor's degree

Tools

CRM software

Job description

Lutheran Social Service of Minnesota is seeking a Trust Services growth specialist responsible for expanding partnerships and new Trusts. The role emphasizes building relationships with diverse stakeholders and delivering accessible financial planning workshops to families and guardians.

You will operate with autonomy, mostly from the office, and be held to a high standard of customer engagement and acquisition, educating communities about our mission-driven products while closing opportunities.