Business Development Executive

Responsibilities:

• To develop a long-term source of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
• Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on financial well-being.
• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term implementation.
• Obtain underwriting approval by completing an application for coverage.
• Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provide continuing service by providing annual reviews; processing changes in beneficiary and policy loan applications.
• Provide death benefits by delivering policy proceeds to beneficiaries.
• Update job knowledge by participating in educational opportunities; agency meetings and review sessions; maintaining personal networks; participating in seminars, workshops, and training.
• Enhance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Contacting potential clients to establish rapport and arrange meetings.
• Planning and overseeing new marketing initiatives.
• Researching organizations and individuals to find new opportunities.
• Increasing the value of current customers while attracting new ones.
• Finding and developing new markets and improving sales.

Requirements:

• Excellent writing and verbal communication skills
• Ability to analyze problems and strategize for better solutions
• Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)
• Goal-oriented, organized team player
• Ability to analyze problems and pay attention to details.
• Great analytical skills and problem-solving.
• Leadership skills