The Business Development Consultant possesses five core functions –
1) Under minimal management supervision, work on large scale strategic and complex project management initiatives which develops/implements operational and technological business to business connectivity and logistics for our focus firms
2) Work in conjunction with strategic relationship management and home office firm associates to develop and/or enhance business operating models
3) Responsible for coordinating, customizing and implementing orientation and training plans for new & existing firms
4) Function as a technology liaison for third party life project initiatives, whether complex long-term project or strategic firm inquiries regarding a specific issue(s)
5) Responsible for the coordination and generation of Broker/Dealer or insurance agency metric reports, including the capability to apply business analytic skills to the data contained within the metric reports.
Business Development Consultant will work closely with Strategic Relationship Management Group (SRMG), DSMs, RSVPs, MetLife Operations and Firm Management Level Associates (Broker-Dealer and Insurance Agencies). Work volume is high and time sensitive. Travel involved – 25-40%.
Principal Responsibilities/Job Function:
Thorough understanding of the life insurance and/or annuity business. Product, Processes and Services.
Translates and communicates senior management vision, strategy, and business objectives related to strategic initiatives.
Partner with leadership from MetLife and strategic firms to develop and implement key initiatives (ie, HSBC).
Forecasts and develops the production of monthly reports for strategic firms and senior management (ie Segmentation, Dashboard).
Develop and implement customized training plans at the management level to strategic firms on MetLife products, processes, and services.
Maintains report database and ensures integrity of reporting data.
Analytic skills - Ability to identify trends, determine how to resolve issues (isolated or systemic).
Coordinates Life Firm Automation budget and recommends allocation funding based on strategic project priority.
Leads project teams that span multiple business units to build and improve workflow and organizational practices.
Manages critical relationships with internal associates, vendors, and external firm associates and leadership.
Serve as point of contact (for both MetLife sales team and external firm associates) and responsible for introducing key MetLife concepts, tools and business units.
Consults with business leaders to determine business development needs for current and future planning.
Prepares and monitors completion of complex summaries, presentations, and/or reports and presents information to MetLife and strategic firm senior leadership.
Conducts clear and concise presentations at on-site visits and/or via webex technology.
Previous Life Insurance, Annuity and/or Financial Services experience preferred (7-10yrs experience).
Bachelor’s degree in related field or equivalent experience.
Life Insurance license, Series 6 & 63 securities licenses preferred.
Excellent communication skills, oral and written, are required.
Solid business writing and presentation skills are required, regardless if one on one or large group setting.
Must possess the ability to communicate clearly amongst MetLife senior management, peers, Broker/Dealer home office associates and registered representatives.
Strong organizational & analytical skills are essential.
Must be proficient in utilization of web-based programs and possess strong computer skills – MS Office ( Excel, Powerpoint, Pivot Tables, & Word ).
Seven to Ten Years
Bachelors Degree Preferred
Number of Openings
Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.
How To Apply
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MetLife - 9 months ago
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