What are the responsibilities and job description for the Business Development Representative position at The Bulfinch Group?
Business Development Representative: Disability Insurance
The Bulfinch Group is an industry leader in the sale of individual disability insurance products for individuals and small business as an agency of The Guardian Life Insurance Company of America. We are seeking a Business Development Representative: Disability Insurance to join our office, to act as a Subject Matter Expert for these products.
This role is responsible for the growth and development of the disability insurance (DI) profit center within The Bulfinch Group. This will be accomplished through supporting and driving the DI sales of independent brokers as well as from The Bulfinch Group's Representatives.
A successful candidate will provide brokers and advisors the knowledge and support they need to write business. They will help build a reputation for expertise in marketing and selling individual DI, provide proactive sales and case design support, and deliver insight on industry trends and competition.
Responsibilities:
- Schedule and make sales calls on a daily basis with new and existing brokers to strengthen relationships and identify selling opportunities.
- Work with the General Agents and Regional Wholesalers to develop and execute an appropriate business plan to maximize sales and meet firm production goals.
- Create firm visibility and sales opportunities through proactive marketing efforts.
- Utilize an effective contact management system to create and maintain broker profile levels (segmentation), and track business development activities.
- Achieve specific predetermined monthly, quarterly, and annual activity and sales goals.
- Identify and convert marginal brokers and advisors with potential into top producers.
- Conduct sales promotion and training meetings for brokers and advisors.
- Create and maintain a recruiting referral list of potential new firm advisors.
Requirements:
- Four-year college degree, or equivalent.
- US Citizen or Permanent Resident.
- Actively hold appropriate state insurance licensing preferred; Candidates without these licenses could potentially obtain this licensure before starting in the role.
Company Overview:
The Bulfinch Group is based in the Greater Boston area, and is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994.
We were founded on two guiding principles -- integrity and character. These principles define our core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen.
