Business Development Representative – Insurance & Benefits
FIRST SERVICE CREDIT UNION
Houston, TX
Permanent
Full-time
1 day ago
About UsBenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a pilot program in Houston through First Service Credit Union and seeking a Business Development Representative (BDR) to lead outreach and sales efforts with small business owners (10–100 employees).Essential Functions & Responsibilities:- Prospect, network, and build pipelines of small and mid-sized business clients.Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions.- Conduct consultative sales conversations, tailoring solutions to each business’s needs (health, dental, vision, life, retirement, succession, key-person coverage).- Organize and lead educational workshops, webinars, and community events.- Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions.- Maintain accurate CRM records, track progress toward sales goals, and report results to leadership.- Build referral relationships with CPAs, attorneys, and other influencers.- Develop and maintain an active LinkedIn presence and generally support marketing efforts.Knowledge and Skills:
Experience: 3–5+ years in B2B sales, ideally in insurance, employee benefits, executive benefits, or financial services.
Knowledge: Familiarity with group benefits and/or executive solutions (deferred comp, buy-sell, key-person coverage).
Sales Skills: Proven success in prospecting, pipeline management, and closing. Strong ability to simplify and explain complex financial/benefits solutions.
Education/Licensing:
Required: State Life & Health Insurance License (or willingness to obtain quickly).
Preferred: FINRA Series 6, 63, or 7 licenses.
Bachelor’s degree in Business, Finance, or related field preferred.