Business Development Leader, Financial Institutions

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Job description

Overview:
At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

Legal & General America believes diversity makes us better. For us, it is not just about being an Equal Opportunity Employer, which we are proud to be. It is about inviting different experiences, backgrounds, and perspectives to our work; and making conscious efforts to reach out to candidates who can bring different ideas and perspectives to what we do and create together.

So we invite passionate people, committed to excellence, to join our team. Legal & General America welcomes applicants of all races, religions, colors, national origins or places of birth, ages, sexes, sexual orientations, genders, gender identities, and abilities. Legal & General America welcomes those who have served our country. We invite you to make our team richer and better. For more information about Legal & General America, visit our Careers page . Join us and be a part of why we've been a certified Great Place to Work for the past six years in a row!

Why we need you!

This role will appeal to analytical yet relationship minded insurance professionals that seek to have impact within a rapidly growing organization. The Business Development Leader, Financial Institutions (BDL) is responsible for establishing the strategic vision for the Financial Institutions segment (FI), developing the end-to-end structure for all sales and operational setup ensuring that strong, effective relationships are established and maintained with FIs across the organization. Develop and implement a strategy for growth and expansion with the FI space, both directly and through leveraging of IMO and BGA relationships to achieve the production growth and profitability goals, and increasing market share. Reporting to, and working closely with the Vice President, Brokerage Distribution & Strategy, this position's primary focus is on business strategy, sales growth, business development and effective account leadership.

Responsibilities:
In this role you daily work may consist of:

Business Development:

Develop and lead the company strategy for growth, expansion and profitability for FI.

Lead Strategic Discovery Process to continually identify and implement growth opportunities within the Financial Institutions.

Identify, evaluate and onboard new FI relationships using a structured and effective approach to minimize ramp-up time.

Work in collaboration with the other BDLs, BDMs and the IMO team to identify and implement FI growth opportunities within their assigned accounts.

Conduct targeted broker-focused campaigns to increase number of active brokers, identifying and appointing new brokers and increasing production from existing brokers.

Digital Adoption:

Lead the company strategy using data to influence behavior change within the FI segment to drive adoption of digital platforms by FIs and the BGAs working with FIs.

Effectively position our digital platforms as industry-leading, clearly articulating the benefits for FIs, their Financial Advisors (FA) and clients, including the advantages over other available options, gaining competitive advantage through digital capabilities.

Maintain a high level of "Digital IQ" including platform navigation and virtual presentation skills.

As a Distribution Leader within the organization, work in close collaboration with the IMO Leader, other members of the Distribution team, other LGA departments and key stakeholders to achieve growth targets (Submits, APE), improve profitability (Placement Ratio), deliver on company initiatives (Digital Application Platform) and achieve target VNB.

Participate in the design and execution of company marketing programs, product and service launches, operational excellence initiatives and assigned special projects.

Work in collaboration with the Business Intelligence Team (BI) to develop and implement an effective approach to track FI production and other key metrics.

Identifies IT implementation needs with FI partner platforms. Partners effectively with IT to design integration paths, assist in prioritization work, and build business cases in support of strategic goals.

Qualifications:
Education

Bachelor's Degree (Marketing, Sales or Business Administration Preferred)

Series 6 and 63 as well as Life and Health Insurance Licensed preferred - or ability to attain shortly within starting.

Preference will be given to individuals that are interested in pursuing industry designations (CLU, ChFC, etc.) and/or advanced degree (MBA)

Experience/Knowledge

5 years consultative sales experience, within regulated industries

Experience and knowledge with thought leadership within with diverse financial services industries preferred (P&C, Health, Financial Institutions)

In-depth knowledge of a broad range of protection products preferred

Necessary skills to be successful in the role

Strong ability to understand, analyze and lead with data

Highly proficient in organizing and conducting in-person and virtual presentations

Confident, articulate communicator, both written and oral

Proficient in use of business programs including Excel, PowerPoint, Tableau and Salesforce

High level of "Digital IQ" with ability to work effectively in a fast-paced digital environment

"Boardroom" acumen with ability to engage with and influence all levels including senior leadership

Fiscal management

Highly organized with project management capabilities preferred

Excellent relationship building skills

Strong organizational skills, ability to work independently

Strong interpersonal, communication, negotiation and presentation skills

Strong work ethic, self-motivated, and the ability to accept full ownership of responsibilities

Regular travel required

Additional Information About You

We're looking for exceptional, driven, strategically focused person who have a want and desire to impact the Legal and General America and protect families. You will be deeply invested in our mission as well as Legal & General America's growth.

What's in it for you?

We'll offer you a competitive salary - based on your experience and geographic location.

Your benefits will include health, life, and dental insurance once enrolled, 401K with company match up to 6% as well as a pension package, company equipment, 8 holidays + 4 floating, and wellness initiatives throughout the year (we like doing fun stuff!). We'll both support and mentor you in your career progression and expect you to help us develop future world-class professionals. We believe in teamwork, collaboration and knowledge sharing as our fundamental ways of working around here.

The Working Environment:

You will be working from our shared office space with the option to work remotely. We have a great routine between us as a team that enables us to collaborate while also getting lots of work done without distractions. If working remotely, you must be able to meet internet requirements however we will supply you with tech related equipment required to work remotely. Want to know more? Or want to share this role with a friend, click to apply or share and let's get started!

This role is to be filled outside of the state of Colorado

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