What are the responsibilities and job description for the Business Development Representative – Insurance & Benefits position at FIRST SERVICE CREDIT UNION?
About Us
BenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a pilot program in Houston through First Service Credit Union and seeking a Business Development Representative (BDR) to lead outreach and sales efforts with small business owners (10–100 employees).
Essential Functions & Responsibilities:
- Prospect, network, and build pipelines of small and mid-sized business clients.Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions.
- Conduct consultative sales conversations, tailoring solutions to each business’s needs (health, dental, vision, life, retirement, succession, key-person coverage).
- Organize and lead educational workshops, webinars, and community events.
- Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions.
- Maintain accurate CRM records, track progress toward sales goals, and report results to leadership.
- Build referral relationships with CPAs, attorneys, and other influencers.
- Develop and maintain an active LinkedIn presence and generally support marketing efforts.
Knowledge and Skills:
• Experience: 3–5 years in B2B sales, ideally in insurance, employee benefits, executive benefits, or financial services.
• Knowledge: Familiarity with group benefits and/or executive solutions (deferred comp, buy-sell, key-person coverage).
• Sales Skills: Proven success in prospecting, pipeline management, and closing. Strong ability to simplify and explain complex financial/benefits solutions.
Education/Licensing:
- Required: State Life & Health Insurance License (or willingness to obtain quickly).
- Preferred: FINRA Series 6, 63, or 7 licenses.
- Bachelor’s degree in Business, Finance, or related field preferred.