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Managing Director of Sales and Business Development

U.S. Retirement and Benefits Partners

in Sacramento CA

U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school and governmental employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally.  USRBP is the market-leader with our dominant market in the educational and government sectors.  We are actively acquiring new business to add to our portfolio of benefit and retirement products, services, and technology solutions.

To learn more about USRBP, please visit our website:

Managing Director of Sales and Business Development

We are seeking a dynamic, focused, and creative individual to grow and lead our California sales team and initiate new business by using a consultative sales approach to attract and retain clients.  The individual selected for the position must have demonstrated success in working and selling to mid to large size organizations with a strong preference towards direct experience with municipal government, school districts and with State Associations.


Responsibilities include but are not limited to:

  • Responsible for all business development and overall management of Sales, Strategic Marketing, Customer Relationship & Business Development activities. 
  • Develop and coordinate the California sales and business development strategy, with a particular focus on cross-selling products across business lines.
  • Implement a consultative sales process with organizations and employers on all aspects of their Employee Benefits program. This includes benefit technology platforms, retirement plans and TPA services, and all voluntary and employer benefit offerings. 
  • Support recruiting of additional sales professionals, including Director of Business Development, to grow team and lead in the training, development and management of the individuals and sales activity.
  • Maintain a clear understanding of key sales metrics and using them to continuously improve results.
  • Complete weekly sales reporting (CRM) and regular reports to senior management.
  • Coordinate across Partner Firms to provide support where needed.
  • Identify opportunities through market research and networking to build a solid pipeline of repeat and new business.
  • Develop and maintain positive relationships with referral partners.
  • Continue professional development (i.e., keep current with industry changes, continuous sales development, pursue professional designations, etc.). Maintain appropriate license requirements.
  • Foster teamwork and a positive work environment.


  • 8 years of business development experience and 3 years of management experience in benefits, financial services, and/or technology products/services.
  • Experience in working with and selling to municipal government, schools and State Associations.
  • California government/school relationships a strong plus.
  • Health and life licenses are required.
  • Highly driven and organized self-starter with a growth mindset and strong desire to build a winning organization.
  • Excellent communication skills with well-honed presentation and negotiation skills.
  • Experience with CRM and reporting systems are a plus.
  • Engaging, proactive, motivated and assertive personality.
  • Bachelor’s degree required.

How to Apply

Please send resume with salary requirements to

This ad has been viewed 641 times. It expires on 9/21/2018.

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