Job Title: Business Development Director
Department: Insurance
FLSA: Exempt
General Function: The Business Development Director at Midwest Heritage leads a high-performing sales team to drive growth through strategic planning, relationship management, and cross-functional collaboration. Responsibilities include executing sales and marketing strategies, overseeing producer development, managing budgets and compensation, ensuring compliant client onboarding, and supporting cross-selling and business expansion through strategic partnerships.
Core Competencies
- Business Development
- Sales Management
- Leadership
- Strategic Thinking
- Insurance Carrier Relationships
- Benefit Industry Knowledge
Reporting Relations:
Accountable and Reports to: EVP, Insurance Agency Manager
Positions that Report to you: Hy-Vee Account Executives & Life and Health Sales Representative
Primary Duties and Responsibilities:
- Lead and motivate the sales team to exceed insurance and benefits targets and production goals.
- Establish performance expectations and sales goals for producers in alignment with company objectives.
- Facilitate regular check-ins, training, mentorship, and pipeline reviews with producers to support individual performance and professional development.
- Support the development and execution of marketing and sales outreach strategies, in collaboration with marketing and sales producers.Build and maintain strong relationships with clients, carriers, brokers, and partners.
- Manage sales plans, budgets, and producer compensation to drive results and retention.
- Track and report on sales performance metrics, identifying trends, opportunities, and areas for improvement to senior leadership.
- Ensure compliance with industry regulations and internal policies.
- Promote effective use of agency technology and tools.
- Coordinate onboarding and service delivery between producers and internal teams.
- Represent the organization in client and prospect meetings.
- Drive cross-selling and expand distribution through strategic partnerships.
Knowledge, Skills, Abilities, and Worker Characteristics:
- Positive attitude with strong written, verbal, and interpersonal communication skills.
- Self-motivated with a strong work ethic and ability to build relationships.
- Strong critical thinking, judgment, and prioritization skills.
- Able to work independently with minimal supervision.
- Highly organized, detail-oriented, and reliable with follow-up.
- Always maintain professionalism and confidentiality.
- Proficient in Microsoft Office (Word, Excel, Access, Outlook); basic typing skills required.
- Valid driver’s license required.
Education and Experience:
- Bachelor’s degree required.
- At least 5 years of insurance sales experience using a consultative approach; worksite sales experience preferred.
- Strong understanding of funding options and underwriting practices.
- Minimum 3 years of employee management experience.
- Experience with Salesforce and other customer relationship management systems
Physical Requirements:
- This position is classified sedentary/light and requires the ability to sit for long periods of time.
- Visual requirements include: ability to see detail at near range with or without correction.
- Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.
Working Conditions:
- The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.
- There is frequent pressure to meet deadlines and handle multiple projects in a day.
- 10-15% Travel
