Portico Benefit Services · 2 days ago
Director of Business Development
Portico Benefit Services is seeking a Director of Business Development to lead efforts in identifying and cultivating new opportunities while deepening relationships with existing clients. The role focuses on market expansion, strategic partnerships, and enhancing distribution across the faith-based and employer benefits landscape.
Responsibilities
Develop and execute strategic plans to expand Portico’s presence in existing and adjacent markets
Identify and qualify new opportunities across employer, ministry, and faith-based organizations
Build and manage a robust pipeline of opportunities, ensuring consistent follow-up and conversion
Create persuasive proposals and presentations that demonstrate Portico’s value proposition
Manage objections effectively, negotiating to positive outcomes using consultative approaches
Collaborate with the VP of Business Development to define performance metrics and market targets
Cultivate trusted, mission-aligned relationships with key partners, employers, and stakeholders
Lead client engagements that clearly communicate Portico’s value in health, retirement, and financial wellness
Cross-sell new products and services to enhance existing relationships
Partner with Brand & Customer Engagement and Product teams to align messaging and offerings with client needs
Represent Portico at industry events, conferences, and partner forums to enhance visibility and thought leadership
Develop tailored proposals and communications that reflect Portico’s mission and differentiators
Collaborate with internal teams to ensure smooth onboarding and renewal experiences
Leverage data and analytics to track performance, evaluate success, and refine go-to-market strategies
Work cross-functionally with Brand and Customer Engagement, Product, and Benefits Administration teams to deliver cohesive client solutions
Contribute to the broader business development strategy, ensuring alignment with Portico’s Five Diamond Strategy and Service Model 2.0
Serve as a role model for mission-driven engagement, ethical business practices, and service excellence
Understand and comply with all of Portico’s Governance, Risk, and Compliance standards (e.g., internal controls, regulatory compliance, and policy compliance)
Qualification
Required
Ability to learn quickly and succeed in 'first time' situations
Strong interpersonal savvy, team, and relationship skills required for interactions with customers
Proven success in building strategic relationships and managing complex client portfolios
Strong financial and analytical skills with the ability to connect business outcomes to mission impact
Excellent written and verbal communication skills, including executive-level presentations
Demonstrated ability to lead initiatives from concept to execution and collaborate across departments
Proficiency in Customer Relationship Management platforms and Microsoft Office Suite
Ability to travel periodically for client meetings, conferences, and business development activities
Bachelor's degree in business, marketing, or related field required
8+ years of experience in business development, sales, or account management
Preferred
Advanced degree preferred
Employee benefits, financial services, wellness or healthcare experience ideal
Benefits
Premiums paid for health care coverage
10% employer retirement contribution
Competitive time off and wellness benefits
Company
Portico Benefit Services
Portico Benefit Services cultivate and share resources designed to help strengthen financial, emotional, and physical well-being.
Funding
Current Stage
Growth StageRecent News
2025-08-12
2025-07-14
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