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Role Description

As a key member of our business development team, the Business Development Associate assumes primary responsibility for cultivating connections, attracting talented brokers and agencies, and orchestrating the successful execution of contracts that formalize their partnership with our organization as a preferred FMO.

• Function under the direct supervision of the Business Development Manager providing necessary instruction and guidance for optimum training and professional development.
• Engage in outbound communication via phone to target markets to leverage supplied lists to identify and establish valuable business relationships with prospective insurance producers (recruitment).
• Onboard and manage recently recruited insurance partners and offer them requisite training and guidance to ensure optimal account management.
• Manage and respond to inbound leads from email marketing campaigns and extend administrative support when needed, particularly for training exercises and expedient account maintenance.
• Occasional travel may be required for team training or to ignite new partner relationships.

Qualifications

• A minimum of a high school diploma or GED is required.
• An existing insurance license is highly valued but not mandatory; our company will provide licensing and training support.
• Possession of computer skills, including proficiency in Microsoft Office, Excel, and Outlook, with high-speed internet connectivity, is essential.
• Experience with sales, customer service, or general people skills is preferred.
• A background in insurance or Medicare is welcomed but not mandatory; comprehensive training support will be provided.
• The ideal candidate should have a likable personality and possess the ability to work productively under pressure.
• Being a self-starter is critical when working remotely.
• Ability to initiate and maintain cordial and professional relationships with leads in a virtual environment (through phone, Zoom, or Teams) is vital.
• A willingness to learn, communicate effectively, and aspire to achieve set goals while advancing within the company is essential.
• Strong verbal abilities and a likable personality that conveys goodwill and enthusiasm.
• Demonstrate a keen interest in cultivating long-term and productive relationships with clients.

Benefits

• Open PTO policy, plus up to 12 federal holidays
• Complete health benefits package
• 401K with company matching
• Stock options
• And more…