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Business Development Director

Additional Considerations (if any):

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At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.

 

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.
  • 25-50% 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.

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Development Director, Hy-Vee

At Midwest Heritage, we pride ourselves on our exceptional service and strong relationships, and we're looking for a passionate Business Development Director to help us excel even further! This pivotal role will put you at the heart of our sales team, driving growth through innovative strategies and collaboration. You'll have the opportunity to lead and inspire our high-performing sales team, guiding them to exceed their targets in the dynamic insurance and benefits industry. Your responsibilities will include developing strategic sales and marketing plans, managing budgets, and nurturing partnerships that expand our market presence. We value a positive attitude, excellent communication skills, and the ability to think strategically as you take charge of client onboarding and producer mentoring. With at least five years of insurance sales experience and a proven track record in management, you'll ensure compliance, drive results, and promote the effective use of our agency technology. Join us at Midwest Heritage and make a considerable impact on our business while also advancing your professional growth in a supportive environment. Your contributions will help us build lasting relationships with clients, carriers, and partners, making every day fulfilling and rewarding. If you're ready to take the next step in your career and lead a dedicated team toward success, we want to hear from you!

Frequently Asked Questions (FAQs) for Business Development Director Role at Hy-Vee
What are the primary responsibilities of the Business Development Director at Midwest Heritage?

The primary responsibilities of the Business Development Director at Midwest Heritage include leading a high-performing sales team, developing strategic sales and marketing plans, managing budgets, overseeing producer development, and driving growth through effective client relationship management and cross-functional collaboration.

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What qualifications are required for the Business Development Director position at Midwest Heritage?

To qualify for the Business Development Director position at Midwest Heritage, candidates must possess a Bachelor’s degree, at least five years of insurance sales experience with a consultative approach, and a minimum of three years in employee management. Strong communication skills and a good standing active insurance license are also essential.

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What skills are essential for success as a Business Development Director at Midwest Heritage?

Essential skills for success as a Business Development Director at Midwest Heritage include strong leadership abilities, strategic thinking skills, effective communication, and relationship-building capabilities. Additionally, proficiency in Microsoft Office and experience with CRM systems like Salesforce are crucial for managing client interactions and internal processes.

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What is the work environment like for a Business Development Director at Midwest Heritage?

The work environment for a Business Development Director at Midwest Heritage is fast-paced and dynamic, typically performed in a general office setting. The role involves handling multiple projects, meeting deadlines, and occasionally requires 25-50% travel for client and prospect meetings.

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How does the Business Development Director contribute to customer care at Midwest Heritage?

The Business Development Director contributes to customer care at Midwest Heritage by ensuring high levels of client satisfaction through effective onboarding, strategic partnership development, and ongoing relationship management, thus directly impacting customer retention and business growth.

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Common Interview Questions for Business Development Director
How do you plan to motivate your sales team as a Business Development Director?

In motivating my sales team as a Business Development Director, I emphasize a team-oriented approach, establish clear and achievable goals, and support professional development through ongoing training and mentorship. I believe in recognizing individual and team successes to boost morale.

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Can you give an example of a successful sales strategy you implemented in your previous roles?

Certainly! In my previous role, I implemented a consultative sales approach that involved in-depth client needs assessments, which allowed us to tailor our solutions effectively. This led to a remarkable increase in client satisfaction and retention rates.

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What qualities do you think are vital for a successful Business Development Director?

A successful Business Development Director should possess strong leadership skills, exceptional communication abilities, strategic vision, and a deep understanding of the insurance landscape. Being adaptable and having a passion for building relationships are also crucial.

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How do you ensure compliance with industry regulations and internal policies?

I ensure compliance with industry regulations by regularly staying updated on changes and conducting thorough training for the team. Setting a culture of accountability and implementing a robust compliance monitoring process is key to ensuring all protocols are followed diligently.

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Discuss an instance where you had to manage a challenging client relationship.

In managing a challenging client relationship, I focused on proactive communication. I scheduled regular check-ins to discuss their concerns, implemented feedback effectively, and ensured that we provided solutions tailored to their specific needs, which successfully restored their trust in our services.

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What tools or technologies have you found effective in sales management?

I have found CRM tools like Salesforce incredibly useful for tracking sales activities, managing customer relationships, and generating insights through analytics. Additionally, utilizing data visualization software helps to share performance metrics with the team effectively.

Join Rise to see the full answer
What approach do you take to build strategic partnerships?

My approach to building strategic partnerships involves identifying mutually beneficial opportunities and fostering open communication. I focus on understanding the partner’s goals and objectives, aligning them with our business strategies, and nurturing the relationship through regular engagement.

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How do you prioritize your work and manage multiple projects?

I prioritize work by assessing deadlines and aligning tasks with business goals. I utilize project management tools to keep everything organized and setting milestones helps me track progress while ensuring that essential projects receive the necessary focus.

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Can you explain your experience with training and mentoring team members?

I have extensive experience in training and mentoring team members by developing tailored training programs that cater to different learning styles. I encourage open dialogue, provide constructive feedback, and celebrate their achievements, which aids in their professional development.

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What do you believe is the key to successful client onboarding?

The key to successful client onboarding involves clear communication, setting realistic expectations, and providing comprehensive training on our services. I believe in creating a structured onboarding process that addresses all client concerns, ultimately leading to greater satisfaction and retention.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 16, 2025

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