Director Business Development (Hybrid) at M Financial Group (Portland, OR)

| Portland, OR
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M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Director Business Development to join our team.

The Director of Business Development oversees the sales function at M Benefit Solutions with the primary goal of driving new client revenue in Executive Benefits and institutional life insurance. This position is responsible for identifying/ developing new business and marketing opportunities, building partner relationships, owning sales tools/ materials/ research to share with producers, conducting sales presentations to end clients, and collaborating across the firm as the expert on Executive Benefits.


  • Manage the BOLI and COLI Consulting Services teams to drive a high performance culture centered on integrity, accountability and best-in-class service to Member Firm partners and end clients
  • Provide support (research; consultation; materials; direct sales help) to M Firms/JVPs with goal of closing new sales/new revenue to meet targets (all markets in non-qualified executive benefits - COLI, BOLI/CUOLI, ICOLI)
  • Lead the firm's new business strategy and goal-setting by tracking markets and emerging trends, evaluating opportunities, and assessing risk
  • Develop marketing plans and promote services/ capabilities to M Firms/ JVPs
  • Maintain/improve current marketing materials and develop new materials and thought leadership pieces
  • Maintain/improve current pre-sale tools, proposal templates and presentations and develop new tools
  • Manage trade association relationships and convention presence (including ICBA, ABA, FMS)
  • Manage Strategic Partner relationships
    • Liaison for all executive benefits/COLI referrals
    • Work with COLI Specialists firms to help close sales
    • Develop new strategic partnerships
  • As the leading firm expert on Executive Benefits, conduct regular presentations to sales groups, colleagues, COIs, etc
  • Work with M Benefit Solutions Senior Leadership on strategic and operational issues
  • Coordinate creation of client proposals with technical product experts, advisors, client administration, legal, etc
  • Maintain accuracy of dashboards, sales pipeline and metrics in Salesforce
  • Collaborate with the Finance team to provide revenue projections and update forecasts/ budgets


  • Bachelor's degree in Business or related field or equivalent
  • Minimum of seven years of directly-related, progressively-responsible work experience in life insurance or financial services
  • Contemporary and in-depth knowledge of institutional life insurance products in the market
  • Experience in nonqualified executive benefit design and mechanics
  • Ability to establish and maintain effective working relationships with Member Firms, Industry Partners, Carrier home office executives, and M Team members
  • Driven self-starter with a passion for relationship building/ networking, ability to work autonomously and proven negotiation skills
  • Experience in business process analysis and design
  • Ability to create and implement new processes and procedures
  • Excellent project management and organizational skills with strong attention to detail and ability to independently follow through
  • Excellent oral and written communication skills
  • Well-developed computer skills including strong proficiencies in MS Word, Excel, PowerPoint, etc


  • Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility
  • Normal office environment/desk assignment
  • Extensive use of PCs, computer terminal, display, keyboard and mouse
  • Extensive close work with documents, publications, databases and spreadsheets
  • Moderate travel (up to 20%)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
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