Institutional Sales And Business Development Professional

Profile

Institutional Sales and Business Development Professional

Duties: Developing and executing an annual sales plan for the fiduciary services practices in North America, including business priorities, growth targets, referral network, intellectual capital, speaking engagements, conference schedule, online presence, media outreach, and special events. Leading business development efforts within a national territory by performing research on prospective clients, expanding relationships with existing clients, preparing marketing materials, formulating strategy with pitch team, and delivering effective presentations. Generating revenue through sales to new and existing clients. Drafting content and managing production of articles, white papers, sales collateral, online content, RFP responses, introductory letters, and outreach campaigns. Conducting in-depth market/product insights for response to a Request for Proposal (RFP). Cultivating and nurturing our referral network comprised of attorneys, employee benefit professionals, financial advisers, service providers and plan sponsors. Speaking and networking at industry conferences and legal seminars to build brand awareness, stay abreast of legal, regulatory and market developments, and expand and strengthen referral network. Staying knowledgeable about Retirement Plans, ERISA, fiduciary issues, and DOL Regulations. . Educating clients, prospects and referral sources on fiduciary and other services offered by Newport. Participating in client and internal meetings to maintain familiarity with service delivery and client planning. Maintaining close proximity to prominent account or market needs, industry and market trends and developing the growth strategy for targeted accounts, industries or specialties to ensure appropriate solutions are marketed and proposed to target new clients and expand the book of business. Serving as focal point for enterprise wide sales and business development initiatives and fielding internal inquiries about our capabilities. Preparing and presenting reports tracking new business, pipeline trends and multi-business line opportunities.

Additional Information

Ref. INSTI02536

Company info

The Newport Group.
135 South LaSalle Street, Suite 1900
Chicago
Illinois
United States 60603-4185
Website : http://www.newportgroup.com