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Business Development Consultant (BDC)

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Business Development Consultant (BDC)

Commercial Insurance | Growth-Focused Sales Role

Role Overview

The Business Development Consultant (BDC) is a high-impact, growth-driving role responsible for building and advancing a strong pipeline of new business opportunities. Working closely with a Producer, this individual will lead outbound prospecting efforts, develop meaningful client relationships, and help drive revenue growth through disciplined pipeline management.

This role is ideal for a motivated, entrepreneurial sales professional who thrives on prospecting, enjoys the challenge of complex B2B sales cycles, and takes ownership of results.

This is not a support role—it’s a growth engine position. The right person will directly influence revenue, expand market presence, and play a key role in building long-term client relationships.

What You’ll Do

1. Drive New Business Development

  • Build and execute a consistent outbound prospecting strategy across phone, email, social media, events, and in-person meetings
  • Generate qualified meetings and new opportunities aligned with revenue growth goals
  • Research prospects, industries, and market trends to identify high-value opportunities
  • Partner with Producers to develop and execute targeted market strategies
  • Maintain an active, high-quality pipeline within Salesforce

Success in this role is measured by\:

  • New meetings generated
  • Pipeline growth and quality
  • Contribution to new revenue opportunities

2. Manage and Optimize Pipeline

  • Own pipeline organization, tracking, and reporting within Salesforce
  • Segment and prioritize prospects (e.g., 90-Day, Active, Long-Term)
  • Continuously improve outreach strategies and conversion rates
  • Support development of benchmarks and best practices for pipeline performance

3. Lead Prospect Engagement & Meetings

  • Coordinate and schedule meetings with prospects and internal teams
  • Serve as primary point of contact for prospect communications during scheduling
  • Collaborate with Producers and internal experts to develop tailored meeting materials
  • Ensure all deliverables are polished, relevant, and client-ready

4. Identify Growth Opportunities Within Existing Clients

  • Develop a working knowledge of all internal service capabilities
  • Partner with client service teams to uncover cross-sell opportunities, including\:
    • Property & Casualty
    • Pharmacy & Clinical Consulting
    • Executive Benefits
    • Total Rewards & Retirement Consulting
    • Absence & Benefits Solutions
  • Help initiate conversations that expand client relationships and increase value

5. Support Sales & Operational Execution

  • Assist with RFP responses and new business proposals
  • Coordinate client/prospect engagement through events and networking opportunities
  • Track and reconcile revenue across the Producer’s book of business
  • Manage consulting agreements, renewals, and related documentation
  • Collaborate with internal stakeholders (including Executive Assistants) on scheduling, travel, and project coordination

What It Takes to Succeed

  • Strong drive for prospecting and generating new opportunities
  • Confidence navigating complex, long-cycle B2B sales environments
  • Excellent communication and relationship-building skills
  • High level of organization, accountability, and follow-through
  • Ability to think quickly, adapt, and operate with a sense of urgency
  • Growth mindset with a commitment to continuous improvement

Skills

See also

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