FIA Business Development Specialist
Based in United States
Core
Support producers through pipeline management, prospect tracking, and business development activities while maintaining sales enablement systems and coordinating referral opportunities.
Role type
Business Development Specialist (Sales Operations & Marketing Support)
Builds
Sales pipelines, marketing campaigns, client engagement events, and sales enablement resources
Domain
Insurance brokerage and commercial banking
Deliverable
product features
Required skills
B2B sales support, pipeline management, prospect tracking, Salesforce/Zywave proficiency, sales metrics analysis, event coordination, presentation development, project coordination
Preferred skills
Commercial banking/insurance brokerage industry knowledge, marketing campaign coordination, sales analytics, CRM platform experience
