Job Overview
Midwest Heritage: Business Development Director leads a high-performing sales team to drive growth through strategic planning, relationship management, and cross‑functional collaboration. This exempt position reports to EVP, Insurance Agency Manager.
Primary Duties and Responsibilities
- Lead and motivate the sales team to exceed insurance and benefits targets and production goals.
- Develop and execute strategic sales and marketing plans to grow client base and market presence.
- Build and maintain strong relationships with clients, carriers, brokers, and partners.
- Manage sales plans, budgets, and producer compensation to drive results and retention.
- Monitor and report key performance metrics to senior leadership.
- Ensure compliance with industry regulations and internal policies.
- Promote effective use of agency technology and tools.
- Provide training, mentorship, and support to producers.
- Coordinate onboarding and service delivery between producers and internal teams.
- Represent the organization in client and prospect meetings.
- Drive cross‑selling and expand distribution through strategic partnerships.
Knowledge, Skills, and Abilities
- Positive attitude with strong written, verbal, and interpersonal communication skills.
- Self‑motivated with a strong work ethic and ability to build relationships.
- Strong critical thinking, judgment, and prioritization skills.
- Able to work independently with minimal supervision.
- Highly organized, detail‑oriented, and reliable with follow‑up.
- Always maintain professionalism and confidentiality.
- Proficient in Microsoft Office (Word, Excel, Access, Outlook). Basic typing skills required.
- Valid driver’s license required.
Education and Experience
Bachelor’s degree required. At least 5 years of insurance sales experience using a consultative approach; worksite sales experience preferred. Strong understanding of funding options and underwriting practices. Minimum 3 years of employee management experience. Experience with Salesforce and other customer relationship management systems. Active insurance license in good standing; willingness to obtain additional certifications or licenses as needed.
Physical Requirements
This position is classified sedentary/light and requires the ability to sit for long periods of time. Visual requirements include ability to see detail at near range with or without correction. Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing, and repetitive motions.
Working Conditions
Work performed in a general office setting. Fast‑paced environment with frequent pressure to meet deadlines and manage multiple projects. 10–15% travel.
Equipment and Contacts
- Equipment: Computer (PC with Microsoft Office programs), telephone, agency management software and tools.
- Contacts: Midwest Heritage employees, customers, Hy‑Vee employees, vendors, and outside agents doing direct business with Midwest Heritage.
Confidentiality
This position has the responsibility to protect the privacy and confidentiality of customers, employees, and bank/insurance/financial information at all times. Employees are expected to follow state and federal regulatory requirements, complete assigned training within required timeframes, perform quality work within deadlines, interact professionally, work effectively as a team contributor, and coordinate work efforts with other employees and organizations.
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