Now Hiring - Midwest Heritage Bank FSB - Business Development Director in Grimes, IA

Full description of the position

Additional Considerations (if any): * At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. Midwest Heritage 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 Primary Duties and Responsibilities: * Lead and motivate the sales team to exceed insurance and benefits targets and production goals. * Develop and execute strategic sales and marketing plans to grow client base and market presence. * Build and maintain strong relationships with clients, carriers, brokers, and partners. * Manage sales plans, budgets, and producer compensation to drive results and retention. * Monitor and report key performance metrics to senior leadership. * Ensure compliance with industry regulations and internal policies. * Promote effective use of agency technology and tools. * Provide training, mentorship, and support to producers. * 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 * Active insurance license in good standing; willingness to obtain additional certifications or licenses as needed. 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. * 25-50% Travel Equipment Used to Perform Job: Computer (PC with Microsoft Office programs), telephone, and agency management software and tools. Contacts: This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage Confidentiality: This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times. In the performance of their respective tasks and duties all employees are expected to: * Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes. * Perform quality work within deadlines. * Interact professionally with other employees, customers and suppliers. * Work effectively as a team contributor on all assignments. * Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.