Logo for JTS Financial

REGIONAL DIRECTOR BUSINESS DEVELOPMENT

Role overview

Qualifications

  • Excellent verbal and written communication skills
  • Experience in Microsoft Office
  • BA or BS in business, education, finance, or related field

Responsibilities

  • Identify, prospect, and assist in the closing of new clients via referrals and networking sources
  • Work with EBi sales and marketing teams to nurture and cultivate prospects
  • Develop new prospect meetings and business opportunities to meet revenue goals
  • Manage sales pipeline and sales activities via company database (Microsoft CRM)

Key facts

Other skills

  • Microsoft Office
  • Problem Solving
  • Decision Making
  • Non-Verbal Communication

About the company

JTS Financial logo

JTS Financial

Insurance Brokerage & Agencies

A multi-generational family office.

Company details

Company typeTPE
IndustryInsurance Brokerage & Agencies
Company size0 - 1

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Job description

Description

Job Summary:

The Regional Director Business Development is responsible for developing new business opportunities in the Oklahoma School markets to achieve revenue goals established by the company. Effective communication, listening, and strategic selling skills are critical to success.

Primary Duties and Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

  • Identify, prospect, and assist in the closing of new clients via referrals, networking sources, and organic prospect meetings.
  • Work with the EBi sales and marketing teams to strategically nurture and cultivate prospects.
  • Develop new prospect meetings and new business opportunities which lead to sales and meet quarterly and annual revenue goals.
  • Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities.
  • Educate prospects on business trends, compliance, products evolution, and company value proposition.
  • Manage sales pipeline and sales activities via company database (Microsoft CRM).
  • Establish vendor and association relationships and develop referral sources.
  • Conduct client meetings with an EBi representative regarding pre-renewal strategy, renewal, open enrollment, and post renewal follow-up.
  • Works with account management in support of all pre-implementation functions for new clients.

Type and Scope of Supervisory Responsibilities:

  • This position has no direct supervisory responsibilities.
Requirements

Skills and Qualifications:

  • Excellent verbal and written communication skills 
  • Experience in Microsoft Office

Education Required for this Job:

  • BA or BS in business, education, finance, or related field
  • Experience with Office 365

Attendance Requirements:

  • Daily attendance is required during normal business working hours
  • In-person and/or hybrid attendance occasionally required for company, client and/or team meetings
  • The Company reserves the right to require in-person attendance at the Company’s worksite at any time. The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal. If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change.

Position Type/Expected Hours of Work:

  • This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
  • Core business hours are 8:00 a.m. to 5:00 p.m. but the employee’s schedules are at the discretion of the supervisor and dependent on the needs of the business.

Travel:

  • Travel is primarily local during the business day, although some out of area and overnight travel may be expected

Physical Abilities Required for this Job:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

  • While performing the duties of this job this individual is frequently required to stand, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to twenty-five pounds. 
  • Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job:

  • The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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