Midwest Heritage

Job Title: Business Development Director

Department: Insurance

FLSA: Exempt
 

General Function: The Business Development Director at Midwest Heritage leads a high-performing sales team to drive growth through strategic planning, relationship management, and cross-functional collaboration. Responsibilities include executing sales and marketing strategies, overseeing producer development, managing budgets and compensation, ensuring compliant client onboarding, and supporting cross-selling and business expansion through strategic partnerships.
 

Core Competencies

• Business Development
• Sales Management
• Leadership
• Strategic Thinking
• Insurance Carrier Relationships
• Benefit Industry Knowledge
   

Reporting Relations:

Accountable and Reports to: EVP, Insurance Agency Manager

Positions that Report to you: Hy-Vee Account Executives 
 

Primary Duties and Responsibilities:

• Lead and motivate the sales team to exceed insurance and benefits targets and production goals.
• Develop and execute strategic sales and marketing plans to grow client base and market presence.
• Build and maintain strong relationships with clients, carriers, brokers, and partners.
• Manage sales plans, budgets, and producer compensation to drive results and retention.
• Monitor and report key performance metrics to senior leadership.
• Ensure compliance with industry regulations and internal policies.
• Promote effective use of agency technology and tools.
• Provide training, mentorship, and support to producers.
• Coordinate onboarding and service delivery between producers and internal teams.
• Represent the organization in client and prospect meetings.
• Drive cross-selling and expand distribution through strategic partnerships.

Knowledge, Skills, Abilities, and Worker Characteristics:

• Positive attitude with strong written, verbal, and interpersonal communication skills.
• Self-motivated with a strong work ethic and ability to build relationships.
• Strong critical thinking, judgment, and prioritization skills.
• Able to work independently with minimal supervision.
• Highly organized, detail-oriented, and reliable with follow-up.
• Always maintain professionalism and confidentiality.
• Proficient in Microsoft Office (Word, Excel, Access, Outlook); basic typing skills required.
• Valid driver’s license required.
   

Education and Experience:

• Bachelor’s degree required.
• At least 5 years of insurance sales experience using a consultative approach; worksite sales experience preferred.
• Strong understanding of funding options and underwriting practices.
• Minimum 3 years of employee management experience.
• Experience with Salesforce and other customer relationship management systems
• Active insurance license in good standing; willingness to obtain additional certifications or licenses as needed.
   

Physical Requirements:

• This position is classified sedentary/light and requires the ability to sit for long periods of time.
• Visual requirements include: ability to see detail at near range with or without correction.
• Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.

Working Conditions:

• The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.
• There is frequent pressure to meet deadlines and handle multiple projects in a day.
• 10-15% Travel

Equipment Used to Perform Job:

Computer (PC with Microsoft Office programs), telephone, and agency management software and tools.
 

Contacts: 

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage

Confidentiality:

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times. 

In the performance of their respective tasks and duties all employees are expected to:

• Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.
• Perform quality work within deadlines.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.