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First Service Credit Union · 4 months ago

Business Development Representative – Insurance & Benefits

Houston, TX

Full-time

Onsite

Mid Level

3+ years exp

FIRST SERVICE CREDIT UNION is a purpose-driven Credit Union Service Organization that empowers credit unions to deliver advanced insurance and benefits solutions. They are seeking a Business Development Representative to lead outreach and sales efforts with small business owners, educating them on various group and executive benefits while building strong referral relationships.

Financial Services

Culture & Values

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 business’s 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