Client Development Manager

Role Overview

• Develops profitable new business account relationships and increased profitability from existing accounts.
• Identifies business opportunities based on knowledge of clients, markets, products and services.
• Makes sales presentations to existing and prospective clients informing them of benefits of using the organization’s products and services to meet their needs.
• Implements and maintains an effective referral network and call program to promote sales.
• Coordinates processes between centralized sales support, marketing and product groups to implement market level plans.
• Monitors sales results and is involved in the training of the sales force to help ensure that sales and service goals are met.
• Assists in the design and development of strategic marketing plans which fulfill specific customer needs.
• Identifies prospects and referral sources for solicitation through the organization’s internal network and through external sources.
• Meets with current and prospective customers to actively promote and sell products and services.
• Manages the on-going account relationships with existing customers; making sure their needs are met, fees collected and products and services are marketed effectively.
• Achieves individual business development goals, including new sales, calling activity and business retention quotas.
• Establishes and maintains internal relationships within the organization to facilitate an effective referral program.
• Provides presentations as required to external and internal constituents, including proposal presentations, operational tours and product and sales training.
• Prepares and presents professional proposals for clients and prospects.
• Maintains required subject expertise including product knowledge, general organization practices, policies and procedures and knowledge of technological advances applicable to product lines and services.
• Establishes and maintains good public relations with the community to enhance the organization’s image and develop new business; maintains contact with other internal referral sources to facilitate sales opportunities, often conducting joint calls with other business development areas.
• Maintains frequent contact and follow-ups with clients to make sure all needs are being met.

Requirements

• Bachelor's degree, or equivalent work experience
• Typically six to eight years of related experience
• Sales/client management and influencing skills
• Follow-up skills
• Project management skills
• Elan or agent bank experience a plus
• Experience with Salesforce & MS Office Suite
• In-depth knowledge of the assigned business line and technical marketing skills
• Strong product management, design and development skills
• Thorough knowledge of product/program development, pricing, implementation and strategic analysis
• Demonstrated marketing and marketing research skills
• Effective interpersonal, verbal and written communication skills
• Proficient financial and competitive analysis and computer skills
• Ability to travel

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law