Business development associate job description

Tippett Moorhead & Haden , an Alera Group Company is seeking a Business Development Associate position to join their Wealth Management team.



Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We provide the best of both worlds: national scope and world-class local service.



We have grown tremendously over the past few years and our future looks even brighter. Business Insurance named us the 2 nd fastest growing brokers, with a 76% growth rate . We've lost count of how many of our member firms have earned Best Places to Work honors in their local markets!



Due to our exceptional growth, we're on the hunt for a Business Development Superstar to add to our world-class sales team! We are looking for a best-of-the-best business development professional to help accelerate our growth.



If you:



Have a ‘Hunter' mentality
Are extremely competitive
Know how to persevere through a long B2B sales process
Have experience working within a team environment
Want a generous, progressive, and uncapped compensation plan with a lucrative life-long career



Alera Group is where you want to be!
Responsibilities
Utilize multiple prospecting strategies to identify prospects and consistently set appointments with qualified potential clients. Identify and develop relationships directly with key decision-makers. Work closely with Senior Producers. Build your knowledge and understanding of the insurance industry, learn how to effectively convert a prospect into a long-term client, and build your book of business. Deliver consistent new meeting activity that meets and exceeds quarterly targets. Leverage existing relationships via referrals to generate new prospect opportunities. Maintain excellent activity records in CRM that produce accurate reports and forecasts each month. Assist the Senior Producer in ongoing and renewal client meetings. Eventually manage your book of business and lead ongoing client meetings, while still driving new business.
Qualifications
Bachelor's degree, preferred. Proven B2B sales and/or business development experience preferred. Competitiveness and self-drive required. Experience selling to functional leadership in Finance, Human Resources Operations, or within the C-Suite preferred. Ability to identify the highest-potential target markets. Proficient with Microsoft Office Suite and CRM systems; preferably Salesforce
Equal Opportunity Employment
We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#pando IQ

If you love working in the advisory industry but want to move out of delivery and into the sales side but don't have the support at your current company to make that transition, Riveron has a Business Development mentorship program that could be an ideal fit for you. In this role, you will contribute to Riveron's business development engine by pursuing or leading engagements among several assigned targets, accounts, and channels.
Who will love this job:
The chance to grow into a seasoned business developer and support Riveron's sales strategy. Key objectives will be revenue generation and enabling sales and operating efficiencies.
What you'll do:Originate new business through assigned targets or market relationships Strengthen existing client relationships through market activities Perform key account planning activities such as company and industry research, relationship mapping and identification of internal and external events that create project needs Manage plans for strategic channel partners by assembling Channel Management teams, including BD Managing Directors, Service Line reps, cross-regional reps Coordinate local sales activity with national efforts Own or support proposals in collaboration with the local pursuit teams Support activities throughout the selling process -- qualification, solution development, proposal development, engagement letters, client agreements and project kickoffs Manage key project closeout activities such as reporting quality check, follow-on opportunity management, deal team outreach and client feedback Regularly conduct business reviews to ensure clients are satisfied with services Gain strategic positioning to retain existing revenue and obtain additional business
Required qualifications:Bachelor's Degree or equivalent in Marketing, Business, or related field6+ years of experience with combination of public accounting, consulting, business development, and/or industry experience Strong network in market, understanding of service offerings, and growth experience Demonstrated aptitude for and interest in relationship development and sales process Demonstrated executive presence
About Riveron:

At Riveron, you'll collaborate with multi-disciplinary teams to deliver meaningful solutions to a variety of clients, work alongside experienced leaders who are invested in your growth, and be part of an inclusive and vibrant community of individuals who truly love what they do and who they do it with. Our entrepreneurial culture is rooted in a belief that every perspective is uniquely valuable, and that spirit has enabled our significant growth. Along with that growth comes opportunity - for more impactful work, enhanced flexibility, and progressive benefits that support healthy, prosperous lives in and out of work.

Riveron is a people-first business advisory firm that operates at the center of the latest business trends. We partner with our clients - ranging from large global multinational organizations to high growth private entities - to solve the dynamic and complex issues faced by modern finance organizations.

Check us out on social media:
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Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Responsibilities

• Prospect and source new wholesale and correspondent residential mortgage business using a highly efficient, data driven lender scorecard system developed by Axos Bank
• Establish contact with mortgage brokers and representatives of mortgage origination companies based on lender scorecard ratings
• Schedule discovery calls with prospective mortgage brokers and origination companies to determine how the mortgage products and services offered by Axos Bank can provide additional growth and opportunity for the prospect
• Interact with the Account Executive and Seller Approval teams of the bank
• Work independently to establish and maintain relationships for delivery of loans that meet Bank's credit policy
• Maintain a detailed understanding of the products offered
• Discuss potential transactions with prospect, introduce the Account Executive and assist follow up actions to nurture the relationship
• Manage all relationships related to customer and loan data through bank systems (i.e. Salesforce, Commergence, Loan Origination System, etc.)

Requirements

• Bachelor's degree, entry level sales, or related role
• Call center /phone sales
• Microsoft office
• Ability to multitask and work in a fast paced, technology driven environment
• Strong verbal communication skills

APPLY DIRECTLY FOR CONSIDERATION

Born digital, Axos Bank has reinvented the banking model and grown to over $15 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

Pre-Employment Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.