Lead, Business Development Financial Services jobs in United States
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Assurant · 4 days ago

Lead, Business Development Financial Services

Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. The role involves identifying and pursuing prospective client relationships to build new business opportunities for Assurant Financial Services and its clients, while executing key initiatives to promote revenue growth.

Customer ServiceFinanceFinancial ServicesInformation TechnologyInsurance

Responsibilities

Identify new prospects and build a sales pipeline that includes new business opportunities that align with Assurant’s products and services
Sells products by establishing contact and developing relationships with prospects; recommending solutions
Establishes, cultivates and maintains relationships with prospects to grow through new business opportunities by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements to the prospect
Coordinate closely with Account Executives to grow business with existing clients
Executes annual business plans and growth strategies to ensure metrics and revenue goals are being met
Understanding of company products or services as well as business position and competition to keep business competitive
Understands go-to-market models across customer and product line segments
Presents capabilities to prospective clients; drives efforts to motivate prospects to move to an RFI or RFP, where appropriate
Leads the coordination of gathering and inputting RFI and RFP responses from SMEs and leading timely completion of RFI/RFP requirements
Participates in and contributes to the contracting of new clients
Participates in and contributes to the installation of new clients

Qualification

Business DevelopmentSales ExperienceFinancial Services KnowledgeProduct DevelopmentProject ManagementEffective CommunicationSolutions OrientationProspecting CapabilitiesCreative ThinkingTeam Player

Required

BS/BA Degree (Finance, Marketing or Economics preferred)
6+ years business development, sales and/or marketing experience, strongly preferred in a major US based financial institution or Fintech company, or a financial-institution-focused consulting or research firm
5+ years interacting with mid to large clients and developing strategic relationships
5+ years in product development or project management
Ability to build competitive intelligence library and prospecting database
Able to conduct extensive company research and leverage cold calling and define and deliver across Assurant's line of business opportunities
Ability to mobilize resources across matrix structure
Ability to perform independently; drive execution
Working knowledge of key deal / contract elements
Business / financial literacy
Effective communication skills (effective pitching to senior leaders)
Solid product knowledge/insights
Solid prospecting capabilities
Solutions orientation
Creative thinker and Team player

Preferred

Financial Services experience – Operations or Frontline
Experience in responding to Request For Proposals (RFP)
Strong network of Business Development or Sales Professionals
Experienced in developing and delivering B2B Sales material
Strong knowledge and experience in remote communication and presentation tools (Zoom, MS Teams, Google & Other)
Experienced in convention marketing and public speaking

Company

Assurant

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Assurant provides protection products and related services to safeguard companies against risks.

Funding

Current Stage
Public Company
Total Funding
$469.1M
2025-08-18Post Ipo Debt· $296M
2023-02-28Post Ipo Debt· $173.1M
2004-02-05IPO

Leadership Team

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Keith Demmings
President and Chief Executive Officer
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Ricardo Fiuza
President & CEO - Latin America
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Company data provided by crunchbase