Check with seller Retirement Plan Services Business Development Officer Lubbock

  • Location: Lubbock, Texas, United States

1. Responsible for developing new retirement plan business across all internal business lines and referral sources outside of Heartland Financial USA, Inc.
2. Develops and maintains working relationships with internal and external referral sources.
3. Manages a multi-state territory.
4. Follows up to move prospects through the sales cycle quickly and efficiently.
5. Maintains an active pipeline and uses internal applications to keep management appraised on progress.
6. Identifies a prospect’s specific needs and offers a custom solution.
7. Completes investment analyses of client’s fund option and offers suitable alternatives from Heartland’s fund offering.
8. Maintains up to date and accurate records, files, and critical data in sales data base.
9. Responsible for maintaining working relationships with internal and external referral sources.
10. Use consultative sales approach to identify prospect needs and offer custom solution.
11. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
12. Performs other duties as assigned

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