Business Development Representative - Insurance & Benefits

Job Description

Job Description

About Us

BenefisCU is a purpose-driven Credit Union Service Organization (CUSO) created by TriscendNP. We empower credit unions to deliver advanced insurance, employee benefits, and wealth solutions to small and mid-sized businesses — an underserved but high-potential market. Our model helps business owners gain access to strategies that were once reserved for large corporations, while enabling credit unions to strengthen relationships and grow non-interest income. We are launching a pilot program in Houston through First Service Credit Union and seeking a Business Development Representative (BDR) to lead outreach and sales efforts with small business owners (10–100 employees).

Essential Functions & Responsibilities :

• Prospect, network, and build pipelines of small and mid-sized business clients.Serve as the primary face of BenefisCU and First Service Credit Union to business owners, educating them on group benefits, executive benefits, and wealth solutions.
• Conduct consultative sales conversations, tailoring solutions to each business’s needs (health, dental, vision, life, retirement, succession, key-person coverage).
• Organize and lead educational workshops, webinars, and community events.
• Partner closely with Fairway Partners, Priority Financial Group, and TriscendNP to deliver integrated solutions.
• Maintain accurate CRM records, track progress toward sales goals, and report results to leadership.
• Build referral relationships with CPAs, attorneys, and other influencers.
• Develop and maintain an active LinkedIn presence and generally support marketing efforts.

Knowledge and Skills :

Education / Licensing :