Maintains and grows a profitable book of business through disciplined and proactive business development and relationship management.

Highly focused on our target client profile; understands their financial needs and effectively communicates our value proposition.

Develops an in-depth knowledge of TP4 products and services. Analyzes the needs of clients and prospects to effectively recommend appropriate products or services.

Attains established TP4 production goals through active participation in the sales management process.

Participates in marketplace events and networking activities to increase awareness and presence on TP4 in the community.

Leverages TP4’s CRM.

Develop and implement a comprehensive business development plan that aligns with the firm’s goals and objectives, including identifying new business opportunities, generating leads, and cultivating relationships with potential clients.

Conduct market research to identify potential new clients and market trends that could impact the firm’s business growth and expansion.

Collaborate with the marketing team to develop and execute effective marketing campaigns and programs that promote the firm’s services to potential clients.

Build and maintain relationships with key decision-makers in potential client organizations, including developing proposals and managing the sales process from start to finish.

Coordinate with the firm’s care team to ensure that new clients are onboarded effectively.

Attend industry events and conferences to stay up to date with the market trends and identify potential business opportunities.

Effectively identifies key risk factors associated with business opportunities and clearly articulates a thorough recommendation.

Prepares presentations and participates in the proposal process.

Structures and negotiates terms, and effectively documents actions and agreements.

Ensures that all engagements are documented completely.

Coordinate client onboarding with the client implementation team.

Business Acumen
Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations.

Decision-Making and Critical Thinking
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive solutions.

Effective Communications
Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Prospecting
Knowledge of prospecting principles, processes, and skills; ability to identify and engage potential customers in the market.

Sales Negotiating
Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers constructively and collaboratively. Negotiate structures and close customer sales.

Selling
Applies knowledge of TP4 products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Tech Savvy
Advise, educate, and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well-being.

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

Exhibits high performance and professionalism.

Completes TP4 training requirements, follows policies and procedures, maintains proficient knowledge of the rules and regulations, completes administrative tasks correctly and on time, and supports TP4’s goals and values.

A Bachelor’s Degree in Business Administration, Marketing, Finance, Accounting or a related field (Master’s Degree preferred).

5+ years of experience in the professional services industry, closely held family businesses with exposure to the accounting, finance and operations functions strongly preferred with a proven track record of generating new business and driving revenue growth.

Experience in managing high-value financial relationships, and developing, structuring, and negotiating engagements.

Must be a self-starter and can take ownership of high-profile relationships with minimal supervision while effectively communicating with partners.

Negotiates terms and conditions of approvals within assigned parameters.

Prepares and presents thorough, timely, and accurate presentations for approval.

Excellent communication and interpersonal skills, with the ability to build relationships with a variety of stakeholders, including clients, prospects, and internal teams.

Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.

Effective organizational and time management skills.

Ability to effectively utilize CRM. Proficiency in Microsoft Office Suite programs.

Strong analytical and strategic thinking skills, with the ability to identify market trends and develop effective business strategies.

Ability to work in a team and drive results through collaboration and teamwork.

A results-driven mindset, with the ability to meet or exceed sales targets and achieve business objectives.

401K Matching

Paid Time Off

Health Insurance

Dental

Vision

Life Insurance

Short/Long Term Disability

Cell Phone Reimbursement

Paid Holidays

Honesty

Integrity

Accountability

Adaptability

Servant Leadership

Character

Competency

Chemistry

Culture Fit