Luminate · 16 hours ago
Business Development Representative: Covington
Luminate is seeking a dynamic and motivated Business Development Representative to join their team. This role focuses on driving growth by establishing and maintaining client relationships while expanding the company's market presence.
CommunitiesCreditFinancial ServicesNon Profit
Responsibilities
Develops new business by contacting prospective members via a variety of means including but not limited to, cold calling, branch referrals, networking functions, business expos, and community events
Demonstrates an active role in acquiring new SEGs
Demonstrates measurable results with employer groups as it relates to member growth, employee penetration, employee events and balance growth, to meet and exceed departmental goals
Establishes productive, trusting, professional relationships with key contacts in assigned SEGs
Initiates contact through regular calls and visits to keep assigned SEGs current on all EPIC product and service promotions and initiatives, and to schedule site visits, benefit fairs and other events to broaden the awareness and familiarity of EPIC and its array of services and products that fulfill members’ financial objectives
Effectively presents the benefits of EPIC membership in one-on-one meetings, benefit fairs and site visits. Maintains and tracks all activity within customer relationship database Salesforce or similar software
Provides Financial Literacy information to individuals, groups and the community at large
Serves as Liaison between the community and the products, services and appropriate professionals at EPIC FCU
Develops and deepens relationships with assigned SEGs
Qualification
Required
Strong communication skills
Ability to establish new client relationships
Experience in maintaining and growing current relationships
Experience in expanding market presence
Ability to develop new business through various means including cold calling, branch referrals, networking functions, business expos, and community events
Demonstrated measurable results with employer groups related to member growth, employee penetration, employee events, and balance growth
Ability to establish productive, trusting, professional relationships with key contacts
Initiate contact through regular calls and visits
Effectively present the benefits of EPIC membership
Maintain and track all activity within customer relationship database Salesforce or similar software
Provide Financial Literacy information to individuals, groups, and the community
Serve as Liaison between the community and EPIC products and services
Develop and deepen relationships with assigned SEGs
Company
Luminate
Unveiling Luminate! We are committed to illuminating the path forward for credit unions in LA. Collaborate. Innovate. Thrive.