Business Development Consultant

Lockton, Inc. is seeking a Business Development Consultant to support business planning and help drive new business opportunities in a hybrid role based in San Francisco, CA. This position uses market intelligence, strategy, and marketing plans to advance growth initiatives, coordinate with internal stakeholders, and contribute to merger and acquisition business planning and contractual arrangements.

Responsibilities

• Support overall business planning, including due diligence and new-business creation.
• Independently drive new business opportunities by gathering intelligence on current and potential clients, analyzing market trends and industry segments, evaluating impact to Lockton, developing market strategy, and implementing marketing plans.
• Use market intelligence to build integrated revenue and expense analyses, opportunity valuation, projections, reports, and presentations.
• Identify trends and developments in competitive environments and present findings to relevant stakeholders.
• Adhere to benchmarks and best practices to measure success in developing new business.
• Maintain accurate record systems for past and potential opportunities by updating and enriching CRM data and tracking and nurturing prospective opportunities and pipeline.
• Serve as a central point of contact for stakeholders, including Producer Partner, legal, finance, and operations.
• Collaborate on business plans for merger and acquisition opportunities, including integration planning.
• Formulate and negotiate contractual arrangements.
• Construct new issue and takeover timetables.
• Support local initiatives through new idea generation and process modification.
• Ensure initiatives comply with internal standards and external regulations.
• Assist with organizational strategic planning processes.
• Maintain standardized report language and templates.
• Perform other responsibilities as needed.

Requirements

• Bachelor’s Degree in Business Administration or related field, or equivalent experience.
• 1-4 years of relevant experience in insurance brokerage, carrier, or internal business development.
• Experience in finance, insurance, or M&A consulting preferred.
• Strong Microsoft Office skills.
• Strong verbal and interpersonal communication skills.
• Knowledge of industry trends and regulations.
• Legally authorized to work in the United States.

Skills and Tools

• Microsoft Office
• CRM

Compensation and Location

Location: San Francisco, CA (hybrid)

Salary: USD $60,000 - $80,000 per year

Business unit: West Series

Experience level: 1 years

Education

Bachelor’s Degree in Business Administration or related field.

Benefits

• Hybrid work setup.
• Full-time role.
• Click Here (Lockton Benefits Offerings).
• In addition to industry-leading health insurance, additional options are offered to support overall health and wellbeing.

How Lockton Will Support You

• Empower you to be true to yourself in all that you do.
• Support opportunities to help you grow and create a rewarding career path.
• Offer industry-leading health insurance plus additional options to support overall health and wellbeing.