Principal, Business Development

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Manage a designated portfolio of key preneed distribution accounts.

• Create and implement business plans at the account level to achieve or surpass annual sales, retention, and profitability goals.

• Identify, qualify, and establish new strategic account relationships.

• Oversee the contracting, onboarding, and launch processes in collaboration with sales leadership, legal, compliance, and operations teams.

• Act as the primary day-to-day relationship manager for principals, corporate executives, and top-performing agents.

• Conduct business reviews, facilitate joint planning sessions, and perform on-site visits.

• Collaborate with Regional Sales, Account Management, and Strategic Accounts teams to convert prospects into finalized production.

• Identify opportunities for product, illustration, technology, and service improvements while shaping the strategic account roadmap.

• Lead executive presentations, respond to RFPs, and engage in industry conferences.

• Maintain Salesforce CRM activity logs, production forecasts, and regular pipeline reports on a weekly and monthly basis.

• Mentor and coach team members informally.

⛳️ Requirements

• A bachelor's degree or equivalent experience.

• Over 8 years of progressive experience in sales, business development, or key/strategic account management, particularly in life insurance, annuities, or preneed distribution.

• Proven history of achieving and surpassing a multi-million-dollar production or premium quota through third-party distribution channels.

• Demonstrated capability to establish, contract, and expand complex, multi-stakeholder distribution relationships.

• In-depth understanding of preneed and/or life insurance product mechanics, illustrations, and regulatory concerns across various states.

• Exceptional executive presence, with the credibility to advise principals and C-suite executives.

• Proficient in Salesforce and modern sales technologies.

• Possession of life insurance licensing or a commitment to obtain it within a specified onboarding timeframe.

• Willingness and capacity to travel 8–12 nights per month throughout the U.S.

• Ability to operate from a home office.

• Expertise in strategic account ownership, consultative selling, executive presence, preneed/life insurance knowledge, pipeline and forecasting discipline, cross-functional collaboration, results orientation, communication and influence, integrity, and regulatory awareness.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and career advancement.

• Flexible working arrangements and a supportive work environment.