Managing Director, Business Development Officer (Northern CA, WA & OR)

Remote

Apply with AI Apply

Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Candidates must possess a Bachelor's degree in business, finance, economics, or a related field, or have relevant certifications. A minimum of 10 years of experience in Financial Services sales is required, along with a proven track record of achieving business growth and revenue targets. Experience with the Fidelity WAS referral program and proficiency in Microsoft Office Suite are necessary. Familiarity with Salesforce is expected, and preferred qualifications include Series 65 or 66, and an FP® or other planning designation.

Responsibilities

The Managing Director, Business Development Officer will build strong relationships with Fidelity Financial Consultants, Branch Managers, and Regional VPs to drive client referrals. Responsibilities include conducting new business development activities, delivering presentations on KAR's capabilities, and educating prospective clients on wealth advisory services. The role involves understanding and communicating KAR's value proposition, staying current with custodial referral platform changes, and participating in sponsored events. Additionally, the BDO will manage the client discovery process, collaborate with wealth advisors to close new relationships, and maintain organized records of prospective client opportunities.

Skills

Business Development

Relationship Management

Client Referrals

Wealth Management

Investment Solutions

Value Proposition

Sales Presentations

Financial Services

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

Land your dream remote job 3x faster with AI

Try Jobo Free