- Develop and execute strategic sales plans to wholesale financial wellness programs to retirement plan advisors, including prospecting, lead generation, and relationship building.
- Cultivate and maintain strong relationships with retirement plan advisors and relationship managers, understanding their needs and offering tailored solutions to address their clients' financial wellness requirements.
- Collaborate closely with internal stakeholders, including marketing, product development, and customer service teams, to ensure seamless delivery and implementation of financial wellness programs.
- Provide product demonstrations, presentations, and training sessions to retirement plan advisors and relationship managers, showcasing the value proposition and features of our financial wellness programs.
- Stay abreast of industry trends, competitor offerings, and regulatory changes affecting the retirement planning landscape, and leverage this knowledge to inform sales strategies and product enhancements.
- Monitor sales performance metrics, track progress against targets, and generate regular reports for management review.
- Bachelor's degree in Business Administration, Finance, or a related field; MBA or professional certifications (e.g., CFP, ChFC) preferred.
- Proven track record of success in wholesale sales within the financial services industry, with specific experience selling to retirement plan advisors highly desirable.
- General understanding of retirement planning concepts, investment products, and regulatory requirements governing the financial services sector.
- Exceptional communication and presentation skills, with the ability to articulate complex concepts in a clear and compelling manner.
- Strong interpersonal skills and relationship-building capabilities, with a demonstrated ability to establish credibility and trust with key stakeholders.
- Results-oriented mindset, with a passion for driving revenue growth and exceeding sales targets.
- Ability to thrive in a fast-paced, dynamic environment, with a willingness to adapt to evolving business priorities and market dynamics.
- Proficiency in Microsoft Office suite and CRM software
- have a desire to help others protect their future
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- are focused on learning and development to enhance your industry knowledge and expertise
- are a self-starter willing to invest time and energy to learn the technical aspects of our business
- believe in integrity and building success by developing relationships with others
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FinPath Director of Business Development - Fort Wayne, United States - Hub International
Description
Position Summary:
As a FinPath Director of Business Development, you will play a pivotal role in driving the adoption and distribution of the FinPath financial wellness program among HUB International retirement plan advisors and relationship managers. Your primary focus will be on establishing and nurturing strategic partnerships with national and regional leadership, local advisors, empowering them to deliver comprehensive financial wellness solutions to their clients with confidence and expertise.
Collaboration is key to success in this role. You will work closely with our internal teams, including sales, marketing, product development, and customer support, to ensure that the needs of retirement plan advisors, account executives, and their clients are met effectively. This may involve providing feedback on product features and enhancements, coordinating training sessions and workshops, and developing marketing collateral and sales materials tailored to the needs of our target audience.
As a FinPath, you will be at the forefront of our mission to revolutionize financial wellness in the retirement planning sector. Your passion for sales, coupled with your commitment to delivering exceptional value and service to our partners, will be instrumental in driving the continued growth and success of our organization.
Duties and Responsibilities:
Education and Experience:
Hours of Work:
Monday – Friday 8:00 am – 5:00pm with the schedule varying as program requirements dictate. This position does include travel to local office and industry events. Some early morning, evening and weekend work will potentially occur if requested by those who need support.
Hybrid office/home work environment
Background Info:
Trusted Capital Group (TCG) is a full-service financial services company located in Austin, Texas. We are a highly committed, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team. In 2018, TCG launched FinPath , a cutting-edge financial wellness platform designed to educate and engage employees. FinPath is an essential component of the TCG client experience.
TCG was acquired by HUB International in 2021. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
We are the perfect fit if you:
ABOUT HUB:
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
The expected pay range for this position is $90,000 to $180,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
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Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.
