Director of Business Development – Northeastern U.S.

The role

The Director of Business Development – Northeastern U.S. is responsible for expanding market presence, driving revenue growth, and strengthening structured settlement consultant relationships throughout the Northeastern United States. This role blends high-touch relationship management, strategic regional outreach, and targeted business development with deep product expertise in structured settlements and sophisticated financial services products.

This role will serve as a primary point of contact for structured settlement consultants across the region, delivering product education, marketing support, and consultative solutions while collaborating closely with internal leadership, marketing, and technical teams.

Key Responsibilities

Strategic Regional Outreach & Market Development

·      Lead strategic marketing and business development initiatives across the Northeastern U.S. to increase brand awareness and engagement for structured settlement and financial services solutions.

·      Prospect new clients through networking, targeted outreach, cold calling, industry events, and regional marketing campaigns.

·      Execute region-specific business development strategies that reflect local market dynamics, consultant needs, and competitive landscapes.

·      Identify and develop new opportunities for services, campaigns, and distribution channels that will accelerate regional growth.

Consultant & Client Relationship Management

·      Cultivate and maintain high-touch, long-term relationships with structured settlement consultants throughout the Northeast, positioning the firm as a trusted strategic partner.

·      Serve as a primary resource for product education, case design support, and marketing collaboration.

·      Grow and retain existing accounts by presenting new solutions, services, and settlement strategies.

·      Support consultant business development efforts through client identification, introductions, business planning, and presentation support.

Product Expertise & Advisory Sales

·      Leverage deep technical knowledge of insurance-based annuities and market-based financial products to explain complex structured settlement strategies clearly and credibly.

·      Deliver professional sales, training, and educational presentations to consultants and client stakeholders.

·      Plan tailored outreach approaches and pitches that address client objectives, concerns, and regulatory considerations.

·      Present solutions and market insights to mid- and senior-level client leadership.

Field Engagement & Industry Presence

·      Maintain a high-frequency travel schedule across the Northeastern U.S. to support:

o  In-person consultant meetings

o  Industry conferences and association events

o  Educational workshops and training sessions

·      Attend and represent the firm at regional and national industry events, providing feedback on market trends, competitive activity, and consultant sentiment.

Cross-Functional Collaboration & Execution

·      Partner with marketing, leadership, and technical teams to refine product messaging and regional go-to-market strategies.

·      Collaborate as a content contributor for marketing communications and educational materials.

·      Ensure all marketing, sales, and educational collateral is technically accurate, compliant, and market competitive.

·      Manage complex marketing and business development initiatives with strong attention to detail and execution discipline.

Performance Management & Internal Leadership

·      Drive revenue growth through non-fixed annuity, market-based financial products, with a strong emphasis on the non-qualified market.

·      Track, manage, and forecast pipeline activity using CRM tools to ensure targets are met.

·      Ensure accurate and timely entry of all client and activity data.

·      Provide mentoring, training, and business development support to internal team members.

·      Develop a deep understanding of the company’s capabilities, goals, and long-term strategy to enhance overall performance.

Key skills/experience required

·      Bachelor’s degree in a business-related field.

·      7-10 years of experience in financial services sales, marketing, or business development.

·      Demonstrated experience in:

o  Consultant-facing sales and relationship management

o  Territory management within a large, multi-state region

o  Prospecting, persuasion, and closing strategies

o  Public speaking and professional presentations

o  CRM systems and Microsoft Office

Preferred

·      MBA from an accredited university.

·      Prior experience in or strong familiarity with the Structured Settlements industry.

·      Background in marketing or selling technically complex, regulated financial products.

Work environment

·      Full-time role (40 hours/week) with flexibility as business needs dictate.

·      Located in the Northeastern United States with extensive regional travel.

·      Regular verbal and written communication.

• ·      Prolonged sitting and computer use.