Lead, Business Development – Financial Services

Role Overview

• Directly carries out execution of key initiatives to promote YOY revenue growth and engagement with the new clients.
• Identify new prospects and build a sales pipeline that includes new business opportunities that align with Assurant’s products and services.
• Sells products by establishing contact and developing relationships with prospects; recommending solutions.
• Establishes, cultivates and maintains relationships with prospects to grow through new business opportunities by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements to the prospect.
• Coordinate closely with Account Executives to grow business with existing clients
• Executes annual business plans and growth strategies to ensure metrics and revenue goals are being met.
• Serves as a subject matter expert on Assurant’s products and services and articulates business proposition to the “right” prospects at the “right” time.
• Understanding of company products or services as well as business position and competition to keep business competitive
• Understands go-to-market models across customer and product line segments
• Participates in deal creation to align to the organizational strategy that encompasses cross-functional teams .
• Presents capabilities to prospective clients; drives efforts to motivate prospects to move to an RFI or RFP, where appropriate.
• Leads the coordination of gathering and inputting RFI and RFP responses from SMEs and leading timely completion of RFI/RFP requirements
• Participates in and contributes to the contracting of new clients
• Participates in and contributes to the installation of new clients

Requirements

• BS/BA Degree (Finance, Marketing or Economics) preferred
• 6+ years business development, sales and/or marketing experience, strongly preferred in a major US based financial institution or Fintech company, or a financial-institution-focused consulting or research firm
• 5+ years interacting with mid to large clients and developing strategic relationships
• 5+ years in product development or project management
• Ability to build competitive intelligence library and prospecting database
• Able to conduct extensive company research and leverage cold calling and define and deliver across Assurant’s line of business opportunities
• Ability to mobilize resources across matrix structure
• Ability to perform independently; drive execution
• Working knowledge of key deal / contract elements
• Business / financial literacy
• Effective communication skills (effective pitching to senior leaders)
• Solid product knowledge/insights
• Solid prospecting capabilities
• Solutions orientation
• Creative thinker and Team player

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Remote work options