Business Development Officer (Select Customer),Sr. jobs in Peoria, IL

Business Development Officer (Select Customer),Sr. develops and implements select customer referral strategies in order to increase client satisfaction and portfolio growth for affluent professional customers. Responsible for initial relationship and follow-up with prospects. Being a Business Development Officer (Select Customer),Sr. represents the bank to current and prospective customers and communicates directly with them. Develops and executes marketing and sales strategies according to business objectives. Additionally, Business Development Officer (Select Customer),Sr. prepares and presents sales results to top management. Retains and expands existing customer relationships and acquires new customers. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Business Development Officer (Select Customer),Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Business Development Officer (Select Customer),Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

Recently Added Business Development Officer (Select Customer),Sr. jobs

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Retirement Services Business Development Officer
  • First Mid
  • Peoria, IL FULL_TIME
  • This position is open to anywhere within the First Mid footprint, a successful candidate will be within driving distance of a First Mid location. Click here to view our banking locations.
     
    The Retirement Services Business Development Officer will play a critical role in driving the growth and expansion of our employer retirement plan service offerings. This position will be responsible for identifying new business opportunities, cultivating relationships with prospective clients, and promoting our suite of retirement solutions. This role requires a blend of strategic thinking, relationship building, and financial acumen.
     
    Responsibilities include, but are not limited to:
    • Responsible for business development of qualified and non-qualified retirement plans, including 401(k), 403(b), 457, profit sharing, deferred compensation, and cash balance plans established by employers.
    • Identify and research prospective clients within the target market segments, including individuals, businesses, and organizations seeking retirement planning services.
    • Initiate and maintain meaningful relationships with key decision-makers and stakeholders through proactive outreach efforts, including networking events, and cold outreach.
    • Understand the unique needs and objectives of prospective clients and provide tailored recommendations on retirement solutions that align with their financial goals and objectives.
    • Manage multiple facets of the sales process, including coordination of meetings, support materials, follow-up tasks, phone calls, proposals, presentations, closing business, etc.
    • Drive consistent and predictable profitability, and organic growth to support overall revenue goals.
    • Input accurate and timely information into client relationship management (CRM) system relative to client meetings and interactions, follow-up tasks, etc. to facilitate realistic corporate sales and revenue projections.
    • Stay abreast of retirement plan industry trends, ERISA knowledge, capital and global market news, investment products, TPA vendors, and record keeper partners to identify opportunities for innovation and differentiation within the retirement services landscape.
    • Develop relationships with internal and external centers of influence and other referral sources.
    • Conduct and document quarterly portfolio and plan investment reviews.
    • Recommend retirement plan fund offerings and changes, as needed.
    • Create, review, and update investment policy statements (IPS) for retirement plan clients on an annual basis.
    • Conduct yearly fee analysis for retirement plan clients and propose fee revisions when appropriate.
    • Obtain record keeper and/or TPA vendor proposals and serve as point person during retirement plan conversions for new and existing retirement plan clients.
    • Travel as needed.
    • Complete required training associated with job function.
    • Perform other related duties as assigned.
     
    Qualifications
    Education/Experience:
    • Bachelor's degree in Business Administration, Finance, Economics, or related experience. CFA designation is a plus.
    • A minimum of 5 years of experience working with qualified and non-qualified plans within the financial service industry.
    • Proven track record of success in sales or business development, preferably in the financial services industry with a focus on retirement planning.
    • Strong understanding of retirement products, investment vehicles, and financial planning principles.
    • Proficiency in CRM software, Microsoft Office Suite, and other sales productivity tools.
     
    Skills:
    • Demonstrated understanding of key benefit concepts related to 401(k), 403(b), 457, profit sharing, deferred compensation, and cash balance plans.
    • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients and internal stakeholders.
    • General understanding of ERISA laws governing qualified retirement plans and the retirement plan industry.
    • Familiarity with top vendors' product and service offerings, with the ability to analyze direct and indirect costs related to plan management.
    • Strong proficiency and experience with spreadsheets and client relationship management (CRM) systems.
    • Adept with investment research focused applications, such as Morningstar, Fi360, etc.
    • Well versed in all aspects of financial and investment markets with the ability to provide meaningful and updated analysis.
    • High analytical, interpersonal, written, and verbal communication skills, with a strong client service focus
    • Strategic thinker with a results-oriented mindset and a passion for driving business growth.
    • Demonstrated success working in a team environment.
    • High standard of professionalism
    • Must be autonomous, able to multitask, and meet or exceed project deadlines.
     
     
    First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
     
    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
     
    #LI-POST

  • 10 Days Ago
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Business Development Manager (Independent Contractor)
  • Buddy Web Design and Development
  • Peoria, IL CONTRACTOR
  • Interested in using your prospecting and sales skills with a growing technology company with an in-demand service, a great portfolio, and excellent customer reviews? Buddy Web Design & Development is ...
  • 19 Days Ago
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Director of Business Development
  • Aperion Care
  • Morton, IL FULL_TIME,PART_TIME
  • SUMMARY: The primary purpose of this position is to develop, coordinate, direct and administer our facility’s marketing and public relations programs and services. ESSENTIAL DUTIES AND RESPONSIBILITIE...
  • 9 Days Ago
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Sales and Business Development Associate
  • Pride Staff
  • Bloomington, IL FULL_TIME
  • Sales and Business Development Associate Are you a dynamic go-getter with a passion for sales and business development? Do you thrive in a fast paced environment where every day brings new challenges ...
  • 13 Days Ago
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Business Development Associate
  • Arrow Electronics
  • Vermont, IL FULL_TIME
  • Position : * Business Development Associate *Job Description : * *SiliconExpert Business Development Associate (ARROW) Open Position*We are looking for a proactive and energetic Business Development A...
  • 14 Days Ago
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Business Development Manager
  • David Franck Insurance Agency Inc.
  • Ottawa, IL FULL_TIME
  • Job DescriptionOur CultureCustomer and employee success and satisfaction are our top two priorities. The two go hand-in-hand, and as they build each other up, they create an external and internal army...
  • 15 Days Ago
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0 Business Development Officer (Select Customer),Sr. jobs found in Peoria, IL area

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Sales Representative
  • AppStar Financial
  • Peoria, IL
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/17/2024 12:00:00 AM
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Digital Media Sales Representative
  • Vivial Inc.
  • Bloomington, IL
  • ** Digital Media Sales Representative** **Job Category****:** Sales **Requisition Number****:** DIGIT04419 Showing 1 loc...
  • 4/17/2024 12:00:00 AM
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Sales Associate / Key Sales / Seasonal Opportunities - Banter by Piercing Pagoda - Northwoods Mall - Store 1419 - Peoria, IL
  • Signet Jewelers
  • Peoria, IL
  • We have many opportunities available on our other career site pages. Click here to link to our careers page! "Be More Yo...
  • 4/17/2024 12:00:00 AM
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Account Executive, Ticket Sales - Bradley University
  • LEARFIELD
  • Peoria, IL
  • Founded in 2011 on the people principles of Character, Capacity and Commitment, LEARFIELD Amplify represents nearly 50 c...
  • 4/17/2024 12:00:00 AM
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Account Manager
  • GFI Digital
  • Peoria, IL
  • GFI Digital, Inc. is currently searching for outside Sales Representative candidates to add to our award-winning sales t...
  • 4/17/2024 12:00:00 AM
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Territory Sales Manager
  • Thrasher
  • Peoria, IL
  • Come thrive in an environment where your entrepreneurial spirit is rewarded in a Territory Sales Manager! At Thrasher, w...
  • 4/15/2024 12:00:00 AM
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Sr. Distinguished Engineer (Sr. Director IC) - Business Cards & Payments
  • Capital One
  • Peoria, IL
  • Center 2 (19050), United States of America, McLean, Virginia Sr. Distinguished Engineer (Sr. Director IC) - Business Car...
  • 4/15/2024 12:00:00 AM
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Vice Chancellor for Workforce Development
  • Eastern Iowa Community Colleges
  • Peoria, IL
  • Vice Chancellor for Workforce Development Job Type: Administrative/Professional Staff Supervisor's Title: Chancellor Loc...
  • 4/13/2024 12:00:00 AM
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About Peoria, Illinois

Peoria (/piˈɔːriə/ pee-OR-ee-ə) is the county seat of Peoria County, Illinois, and the largest city on the Illinois River. Established in 1691 by the French explorer Henri de Tonti, Peoria is the oldest European settlement in Illinois, and is named after the Peoria tribe. As of the 2010 census, the city was the seventh-most populated in Illinois (and the third largest outside the Chicago metropolitan area), with a population of 115,007. The Peoria Metropolitan Statistical Area had a population of 373,590 in 2011. Until 2018, Peoria was the global and national headquarters for Caterpillar Inc.,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Business Development Officer (Select Customer),Sr. jobs
$123,302 to $152,188
Peoria, Illinois area prices
were up 1.3% from a year ago
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