The Market Development Specialist (MDS) will drive top-line sales, particularly life sales, for the W&S Agency Group through a robust marketing and prospecting plan. This role involves creating and implementing strategies to generate qualified leads, including work-site lunch and learns, seminars, local alliances, and other events. The MDS will ensure these activities result in an acceptable number of qualified leads for the Enterprise Engagement Center Associates.
Position Responsibilities:
Develop and execute local marketing and prospecting strategies.
Conduct work-site lunch and learns to introduce W&S Agency Group products and services.
Schedule, invite attendees, and conduct financial seminars.
Build local alliances and network within the community to generate referrals and leads.
Participate in and lead event marketing activities.
Train and develop MDSs in various marketing activities and processes.
Coordinate with Home Office Marketing and Operations to identify target market opportunities.
Secure appointments with prospects and clients.
Prepare for appointments using established processes.
Develop community relationships to strengthen market presence.
Leverage technology and CRM to capture all marketing activities.
Work Setting:
Frequent local travel and various work settings, including events, seminars, and office work.
Ability to stand or sit for long periods and communicate with the public.
Certifications & Licenses:
Life and Health licenses required within 60 days post-hire.
Position Demands:
Extended hours during peak workloads or special projects.
Flexible hours, including nights, weekends, and holidays as needed.