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Directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Requires a bachelor's degree. Typically reports to top management. Manages a departmental sub-function within a broa more...
The New Business Director - Annuities reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Directs the development of new accounts and business relationships through sales, marketing, and referrals. Being a New Business Director - Annuities is responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Stays abreast of any changes to laws and regulations which affect the activities of the business. In addition, New Business Directo more...
Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Super more...
Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requi more...
Directs the execution of the business development vision, strategy, plans, and processes to drive sales, increase revenue, expand markets, and accomplish financial objectives. Identifies and evaluates new markets, partners, channels, and customers. Develops and uses contacts and relationships within the industry, business environment, and customer base to understand and respond to competition, pricing, and product demand changes. Oversees the development of proposals and contracts for new business opportunities and manages negotiations. Collaborates with marketing, sales, product development, more...
Conducts business development activities to identify, develop, and administer strategic partnerships with other organizations to realize key objectives, gain operational efficiencies, address unmet market needs, and create new customers and markets. Researches business opportunities, supports due diligence activities, and implements plans and strategies for new alliances. Assists with negotiations and the development and preparation of formal agreements with new partners. Coordinates partnership activities with stakeholders across the organization. Collects data and prepares analysis of partne more...
Manages the daily execution of the business development strategy, plans, and processes to drive sales, increase revenue, expand markets, and accomplish financial objectives. Coaches teams in best practices and effective tactics for prospecting new markets, partners, channels, and customers. Establishes team targets and metrics to measure the achievement of objectives. Develops and uses contacts and relationships within the industry, business environment, and customer base to understand and respond to competition, pricing, and product demand changes. Makes suggestions for new product offerings more...
Identifies, evaluates, and pursues business opportunities with partners or potential customers. Coordinates and negotiates with other departments to implement marketing initiatives. Responsible for maintaining close relationship with existing clients. Acquires new customers, retains and expands existing customer relationships. Develops sales of products and services by investigating and resolving customer problems, recommends modifications to the product/service line, and coordinates sales negotiations with appropriate personnel. Responsible for meeting sales volume and revenue goals and stand more...
The VP Business Development identifies and evaluates new markets, partners, channels, and customers. Directs the development and execution of the business development vision, strategy, plans, and processes that will drive sales, increase revenue, expand markets, and accomplish financial objectives. Being a VP Business Development researches and analyzes the business environment, competitors, and customers to develop ideas for new products and services, pricing, and business models. Develops a wide network of contacts to keep informed about current and future industry and market actions. In add more...
The SVP Business Development identifies and evaluates new markets, partners, channels, and customers. Develops and leads the business development vision, strategy, plans, and processes that will drive sales, increase revenue, expand markets, and accomplish financial objectives. Being a SVP Business Development directs financial feasibility studies, development of proposals, and negotiations for new business opportunities. Researches and analyzes the business environment, competitors, and customers to develop ideas for new products and services, pricing, and business models. In addition, SVP Bu more...
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