Role Overview
The Business Development Manager is responsible for growing referral business in an assigned territory by building strong relationships with referral partners and clients. The role manages the sales process from initial contact through funding, achieves sales targets, and supports individual, team, and organizational revenue objectives.
What You Will Do
Achieves sales targets through effective territory planning, business development, and referral relationship management. Generates revenue by executing sales plans and identifying new business opportunities. Manages the sales process from client engagement through funding to support a positive customer experience.
Why It Might Be a Fit
We’re looking for a highly motivated self-starter with strong organizational and time management skills, and a proven ability to manage competing priorities and achieve sales objectives.
Requirements
- Post-secondary education in business, finance, sales, marketing, or a related field, or an equivalent combination of education and experience.
- Minimum of eight (8) years of progressive experience in financial services sales or business development.
- Experience in business development, territory management, wealth management, investments, insurance, or financial planning is preferred.
- Demonstrated track record of achieving or exceeding sales targets in a performance-based sales environment.
- Experience utilizing CRM platforms, preferably Salesforce, to manage relationships and sales pipelines.
Benefits
- Extended health and dental benefits
- Employee & Family Assistance Program
- Employer-Matched Group Retirement Savings Plan
- Employee Share Investment Plan
- Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
- Employee corporate discount for GoodLife Fitness
To apply for this job please visit homeequitybank.wd10.myworkdayjobs.com.
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