FIRST SERVICE CREDIT UNION
Business Development Representative Insurance Benefits
FIRST SERVICE CREDIT UNION, Houston, Texas, United States, 77246
About Us
BenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a
pilot program in Houston
through First Service Credit Union and seeking a
Business Development Representative (BDR)
to lead outreach and sales efforts with small business owners (10–100 employees). Essential Functions & Responsibilities
Prospect, network, and build pipelines of small and mid-sized business clients. Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions. Conduct consultative sales conversations, tailoring solutions to each businesss needs (health, dental, vision, life, retirement, succession, key-person coverage). Organize and lead educational workshops, webinars, and community events. Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions. Maintain accurate CRM records, track progress toward sales goals, and report results to leadership. Build referral relationships with CPAs, attorneys, and other influencers. Develop and maintain an active LinkedIn presence and generally support marketing efforts. Knowledge and Skills
•
Experience:
3–5+ years in B2B sales, ideally in insurance, employee benefits, executive benefits, or financial services. •
Knowledge:
Familiarity with group benefits and/or executive solutions (deferred comp, buy-sell, key-person coverage). •
Sales Skills:
Proven success in prospecting, pipeline management, and closing. Strong ability to simplify and explain complex financial/benefits solutions. Education/Licensing
Required: State Life & Health Insurance License (or willingness to obtain quickly). Preferred: FINRA Series 6, 63, or 7 licenses. Bachelors degree in Business, Finance, or related field preferred.
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BenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a
pilot program in Houston
through First Service Credit Union and seeking a
Business Development Representative (BDR)
to lead outreach and sales efforts with small business owners (10–100 employees). Essential Functions & Responsibilities
Prospect, network, and build pipelines of small and mid-sized business clients. Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions. Conduct consultative sales conversations, tailoring solutions to each businesss needs (health, dental, vision, life, retirement, succession, key-person coverage). Organize and lead educational workshops, webinars, and community events. Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions. Maintain accurate CRM records, track progress toward sales goals, and report results to leadership. Build referral relationships with CPAs, attorneys, and other influencers. Develop and maintain an active LinkedIn presence and generally support marketing efforts. Knowledge and Skills
•
Experience:
3–5+ years in B2B sales, ideally in insurance, employee benefits, executive benefits, or financial services. •
Knowledge:
Familiarity with group benefits and/or executive solutions (deferred comp, buy-sell, key-person coverage). •
Sales Skills:
Proven success in prospecting, pipeline management, and closing. Strong ability to simplify and explain complex financial/benefits solutions. Education/Licensing
Required: State Life & Health Insurance License (or willingness to obtain quickly). Preferred: FINRA Series 6, 63, or 7 licenses. Bachelors degree in Business, Finance, or related field preferred.
#J-18808-Ljbffr