Client Development Manager

This position is critically important to the installation, retention, and growth of product revenue within Allied Solutions’ financial institution clients. It accomplishes this by delivering effective Client Development support (Service, New Product Installations, Product Training, and Support) on key products and initiating and supporting the sale of products to targeted prospects within existing clients.

Job Duties & Responsibilities

30% Identifying potential sales opportunities

• Expand the depth and breadth of offerings within the accounts

20% New product installations

• Ensures that product installations for assigned products happen quickly and smoothly

20% Service

• “First call for help” on POS and non-POS products after they have been implemented
• Follows consistent servicing standards and expectations
• Ensures that products and services are used in a compliant manner and that they are correctly administered

20% Basic Product Training and Support

• All products are effectively understood, sold and utilized
• 10% Account Management
• Other duties as assigned

Qualifications

• Bachelor’s degree preferred
• Previous experience with one or more of the following:
• Working within a financial institution, ideally in a lending capacity
• Cross-offering of insurance products related to a loan
• Presentation and/or training skills to financial institution staff
• Ability to work independently in a fast-paced environment and to organize one’s own time and tasks
• Ability to interact with and motivate many different kinds of people
• Ability to problem-solve with people around complex product and service issues
• Previous experience with verbal and written presentations to groups of people
• Ability to obtain Life/Health/Credit and P&C licenses within 6 months
• Aptitude to understand multiple kinds of insurance products and services
• Ability to read and apply commonsense understanding to simple instructions, short correspondence, oral/written instructions and memos; previous experience with verbal and written presentation to groups of people
• Strong desire to provide fundamental product training to drive revenue on core POS products. Must be enthusiastic and energetic.
• Strong service focus required
• Attention to detail

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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