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, and other stakeholders to support business development plans.
| Job Title | Job Description | |
|---|---|---|
| 1 | Director of Employee Training & Development | The Director of Employee Training & Development collaborates with functional management teams to assess ongoing and future training and development needs as well as effectiveness of established programs. Directs the design, planning, and implementation of corporate training programs aligned with the objectives and strategy of the company. Being a Director of Employee Training & Development provides engaging communications about program information to encourage participation and highlight the value and benefits of training. Develops a program delivery schedule that provides training as needed and in locations that work for the participants. In addition, Director of Employee Training & Development approves new training techniques and suggests enhancements to existing training programs. Oversees and establishes relationships with vendors to provide additional outside training programs. Manages and develops training professionals. Requires a bachelor's degree. Typically reports to top management. The Director of Employee Training & Development manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Director of Employee Training & Development typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. |
| 2 | Business Channel Director | The Business Channel Director sets short- and long-term channel sales strategies and evaluates effectiveness of current programs. Directs and oversees an organization's channel sales policies, objectives, and initiatives. Being a Business Channel Director requires a bachelor's degree. Recommends product or service enhancements to improve customer satisfaction and sales potential. In addition, Business Channel Director typically reports to top management. The Business Channel Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. Working as a Business Channel Director typically requires 5+ years of managerial experience. |
| 3 | Product Design Engineering Director | The Product Design Engineering Director directs the design, development, and enhancement of new and existing products/product lines. Oversees the implementation of product design and development policies, objectives, and initiatives. Evaluates and ensures design feasibility and design optimization. In addition, Product Design Engineering Director evaluates issues and provides resolution and communicates and influences top management. Requires a bachelor's degree. Typically reports to top management. |
| 4 | Business Development Director-Annuities | The Business Development Director-Annuities develops long-term sales strategies, channel partnerships, and business development initiatives aligned with organizational goals. Directs the strategic planning and execution of annuity sales programs to drive revenue growth, market expansion, and distribution effectiveness. Being a Business Development Director-Annuities collaborates with executive leadership, product management, compliance, and marketing teams to enhance product positioning and competitive advantage. Oversees sales performance, forecasting, budgeting, and territory management to optimize profitability and operational results. In addition, Business Development Director-Annuities evaluates market conditions, customer trends, and regulatory developments to guide sales strategy and operational decisions. Leads and develops sales management teams while promoting a culture of accountability, customer focus, and regulatory compliance. Requires a bachelor's degree. Requires Passing of FINRA SIE Exam. Typically reports to senior management. The Business Development Director-Annuities manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Business Development Director-Annuities typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. |
| 5 | Agency Estate Planning Advisory Services Director | The Agency Estate Planning Advisory Services Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Agency Estate Planning Advisory Services Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Agency Estate Planning Advisory Services Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Agency Estate Planning Advisory Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. Working as an Agency Estate Planning Advisory Services Director typically requires 5+ years of managerial experience. |
| Skills | Proficiency Level |
|---|---|
| Business Acumen | Level 5 |
| Products And Services | Level 4 |
| Customer Relationship Management | Level 5 |