Details
Posted: 06-May-22
Location: Nationwide
Type: Full Time
Preferred Education: 4 Year Degree
Salary: 120K+
Sector:
Private Banks
Salary Details:
Annual Bonus and variable overrides
The Strategic Business Channel Manager will lead initiatives to support growth of strategic business relationships and support sales teams at Longbridge Financial. This role will deliver best in class solutions and materials showing how reverse mortgages can improve financial outcomes for older homeowners. This role will be responsible for creating sales and marketing content and software, meeting with outside financial professionals and firms, training loan officers and other professionals, creating business relationships, and speaking at inside and outside conferences. This role will work hand in hand with the sales, marketing, and training teams to ensure successful growth and development of industry-leading sales materials and programs.
- Support sales efforts to educate clients and third-party affiliates about how reverse mortgages can improve financial planning outcomes.
- Develop marketing and sales materials to educate consumers, financial planners, and other third-party affiliates.
- Support the development and launch of proprietary software products to incorporate reverse mortgages into financial planning and show impact on financial outcomes such as retirement success, tax efficiency, and maximizing bequests.
- Educate internal staff including Loan Officers, Wholesale Account Executives, Marketing, and Training on the benefits of reverse mortgages in the financial planning process.
- Present to financial planning teams and other outside groups as invited by sales and marketing staff.
- Develop new relationships that could lead to additional sales opportunities in conjunction with sales and marketing staff and senior management.
- Help develop effective reporting that monitors, tracks and optimizes results of educational and marketing efforts on sales outcomes.
- Ensure all materials and training are approved by Compliance Department.
- As the size and scope of the field and inside sales organizations grow, this role will be relied upon to scale and take on more responsibilities as needed. This may also include supporting wholesale sales where opportunities exist.
