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 standards for activity, such as number of sales calls.
| Job Title | Job Description | |
|---|---|---|
| 1 | Enterprise Resource Planning Analyst II | The Enterprise Resource Planning Analyst II customizes and configures workflow to allow the integration of client/server applications. Assists with the development and maintenance of the Enterprise Resource Planning (ERP) program. Being an Enterprise Resource Planning Analyst II may require a bachelor's degree. Tests ERP layout to ensure the system is meeting corporate needs. In addition, Enterprise Resource Planning Analyst II typically reports to a supervisor or manager. Being an Enterprise Resource Planning Analyst II gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as an Enterprise Resource Planning Analyst II typically requires 2 to 4 years of related experience. |
| 2 | Business Development Supervisor - Annuities | The Business Development Supervisor - Annuities monitors team performance, sales pipelines, and client engagement activities to drive revenue growth and operational effectiveness. Supervises annuity sales support staff and sales activities to ensure achievement of production goals and service standards. Being a Business Development Supervisor - Annuities assists with resolving escalated sales or service issues involving agents, advisors, or policyholders. Develops and coaches sales personnel on annuity products, sales techniques, compliance standards, and customer relationship management practices. In addition, Business Development Supervisor - Annuities coordinates sales campaigns, reporting activities, and training initiatives to support departmental objectives. Ensures adherence to insurance regulations, suitability requirements, and company sales policies. Requires a bachelor's degree. Requires Passing of FINRA SIE Exam. Typically reports to a manager. The Business Development Supervisor - Annuities supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Working as a Business Development Supervisor - Annuities typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. |
| 3 | VP Business Development | 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 addition, VP Business Development directs financial feasibility studies, proposal development, and negotiations for new business opportunities. Collaborates with marketing, sales, product development, and other stakeholders to support business development plans. Requires a bachelor's degree. Typically reports to top management. The VP Business Development manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Working as a VP Business Development typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. |
| 4 | Business Systems Solution and Specification Analyst I | The Business Systems Solution and Specification Analyst I documents system requirements, defines scope and objectives, and assists in the creation of system specifications that drive system development and implementation. Reviews, analyzes, and evaluates user needs to create systems solutions that support overall business strategies. Being a Business Systems Solution and Specification Analyst I typically requires a bachelor's degree or its equivalent. Incumbents function as a liaison between IT and users and have both business and technical expertise. In addition, Business Systems Solution and Specification Analyst I typically reports to a manager. Being a Business Systems Solution and Specification Analyst I works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Business Systems Solution and Specification Analyst I typically requires 0-2 years of related experience. |
| 5 | Business Systems Analyst - Consultant | The Business Systems Analyst - Consultant documents system requirements, defines scope and objectives, and creates system specifications that drive system development and implementation. Reviews, analyzes, and evaluates user needs to create systems solutions that support overall business strategies. Being a Business Systems Analyst - Consultant incumbents function as a liaison between IT and users and have both business and technical expertise. May supervise and guide lower-level business systems analysts. In addition, Business Systems Analyst - Consultant requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Being a Business Systems Analyst - Consultant works on advanced, complex technical projects or business issues requiring state of the art technical or industry knowledge. Works autonomously. Goals are generally communicated in solution or project goal terms. May provide a leadership role for the work group through knowledge in the area of specialization. Working as a Business Systems Analyst - Consultant typically requires 10+ years of related experience. |
| Skills | Proficiency Level |
|---|---|
| Products And Services | Level 3 |
| Customer Relationship Management | Level 3 |
| Planning and Organizing | Level 3 |