FIA Business Development Specialist
Core
Support producers in business development through pipeline management, prospect tracking, and marketing campaign coordination.
Role type
Business Development Specialist (Sales Operations/Marketing Support)
Builds
Sales enablement systems, marketing materials, and client engagement events for insurance producers
Domain
Insurance brokerage and commercial lending
Deliverable
product features
Required skills
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
Technologies
Salesforce, Zywave, Microsoft Office
Responsibilities
Manage communications and marketing campaigns to assist producers, maintain sales enablement systems, coordinate referral opportunities, analyze sales metrics, plan client engagement events, develop customer-facing presentations
Seniority
Mid-level, hands-on IC