Vice President & Business Development Officer
Vice President & New Business Development Officer: Spearhead sales of a wide-range of products, including engaging plan sponsors with $10-$200 million in retirement assets and promoting the company’s investment advisory services. Define effective marketing processes targeting non-bank clients. Interact with decision-makers throughout diverse industries, including Business, Aerospace/Defense, Banking/Financial Services, Healthcare/Medical Services, Real Estate/Property Management, and Government, among others. Provide leadership and direction to dealers, value added resellers (VARs), and field sales professionals. Conduct forecasting and reporting. Deliver executive level presentations and speak at industry and corporate events. Contribute to product development.
·Approached marketing in non-conventional ways, leveraging innovative methods and tools such as email, networking sites, and group meetings with centers of influence.
·Facilitated tracking of cold call activity with the creation of a centralized database. Executed 50-75 cold calls to non-bank prospects per week.