Heartland Financial USA

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RPS Business Development Officer I

at Heartland Financial USA

Posted: 8/19/2019
Job Status: Full Time
Job Reference #: 19-0587-2
Keywords: sales

Job Description

Heartland Financial USA, Inc. is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

 

The RPS Business Development Officer identifies prospective customers in the local market as well as in assigned regional industry markets. Initiates contact with prospective clients, prepares and delivers presentations, follows-up with prospects, and closes sale. In addition to calling on new prospects, the employee will call on existing customers to identify additional business opportunities and customer needs.

RESPONSIBILITIES:

1. Responsible for developing new retirement plan business across all internal business lines and referral sources outside of Heartland Financial USA, Inc.
2. Develops and maintains working relationships with internal and external referral sources.
3. Manages a multi-state territory.
4. Follows up to move prospects through the sales cycle quickly and efficiently.
5. Maintains an active pipeline and uses internal applications to keep management appraised on progress.
6. Identifies a prospect’s specific needs and offers a custom solution.
7. Completes investment analyses of client’s fund option and offers suitable alternatives from Heartland’s fund offering.
8. Maintains up to date and accurate records, files, and critical data in sales data base.
9. Responsible for maintaining working relationships with internal and external referral sources.
10. Use consultative sales approach to identify prospect needs and offer custom solution.
11. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
12. Performs other duties as assigned.

REQUIRED SKILLS & EXPERIENCE:

1. Bachelor’s Degree in Business Administration or equivalent years of experience.
2. 5-7 years of experience selling directly to plan sponsors with a track record of meeting or exceeding revenue/asset goals.
3. Strong knowledge of plan design, compliance and testing, ERISA and industry standards.
4. Able to use a consultative sales approach.
5. Strong knowledge of investment options and an understanding of the fiduciary requirements of plan sponsors.
6. Strong knowledge of defined contribution plans.
7. Critical thinking and problem solving skills to identify and recommend appropriate follow-up action.
8. Excellent organizational, multi-task and follow through skills.
9. Maintain high level of confidentiality.
10. Teamwork and interpersonal skills to work on organizational initiatives.
11. Ability to multi-task.
12. Familiarity with SunGard Relius, Mid-Atlantic Trust Company, vWise, and Smart 401(k) systems.

OCCUPATIONAL CERTIFICATION:

1. QPFC, QKA, APA designations highly preferred.

Scheduled Weekly Hours:

40

Time Type:

Full time

Founded in 1981, Heartland Financial USA, Inc. is a multi-billion multibank holding company offering uniquely different banking solutions for business and personal clients. Heartland's independent community banks are chartered in the Midwestern, Southwestern and Western United States.


The Heartland vision is to differentiate itself by highlighting its uniqueness as a commercial banking organization supported by a strong retail delivery system. As one of the top 100 bank holding companies nationwide, Heartland delivers high-quality financial products and service to clients in the Midwestern, Southwestern and Western United States.

Heartland's common stock is traded through the NASDAQ® Global Select Market System under the symbol "HTLF."

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will



Posted 30+ Days Ago

Full time

19-0587

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!