Senior Business Development Officer - Insurance Strategist

Senior Business Development Officer - Insurance Strategist supports PNC Bank’s Private Bank Insurance organization as the insurance expert within Wealth Management for the Northeast Region.

Responsibilities

• Drive new client acquisition across new and existing markets.
• Identify an external pipeline of prospective AMG clients and/or referral sources by educating and positioning AMG capabilities.
• Develop and pursue the most complex and sophisticated new client opportunities.
• Operate independently with minimal supervision.
• Call on new prospects and key centers of influence to present the full spectrum of AMG products and services.
• Cultivate referrals and leads, generate interest, and collaborate with partners to onboard new clients.
• Partner with management and/or internal teams to define and execute activities, tactics, and strategies that identify and pursue opportunities and support client onboarding.
• Provide leadership with insight on industry trends, best practices, and product needs.
• Identify the appropriate customer base and build a marketing strategy and plan.
• Manage the sales process, determine the service team, and facilitate transition from prospect to client.
• Complete timely, accurate, and complete sales administration tasks as required by the business.
• Serve as the internal risk management expert and maintain a constant focus on customer needs and fiduciary compliance.
• Collaborate with Wealth Management teams and advisors to identify and implement insurance solutions for clients and prospects.
• Build relationships with internal and external centers of influence focused on educating stakeholders on insurance solutions within clients’ overall financial picture.
• Act as an interface with WM insurance partners and coordinate with regional management to identify, track, and manage insurance goals.
• Manage insurance opportunity communication, tracking, and follow-up using latest technologies.

Requirements

• Life and Health Insurance License.
• Extensive experience in customer focus, managing risk, sales negotiating, products and services, problem solving, effective communications, decision making, and selling.
• Expertise managing multiple priorities.
• Client relationship management experience (working experience).
• Bachelor’s degree (preferred) or advanced degree preferred.
• Advanced insurance industry certifications (preferred).
• Individual Insurance Producer.
• Experience working in multiple systems (Mutual, Brokerage, Banking).
• Experience in a team-based situation.
• Background with referral partners not being directly compensated.

Location and Work Model

• Cherry Hill, NJ (onsite).
• Based in the Northeast area of the United States.
• Operating in a team-based model.
• Responsible for the Northeast Region within the PNC footprint.

Travel Expectations

• 50% to 75% travel within a day driving range.

Compensation

• Base salary: USD 146,300 to 271,700 per year.
• Incentive eligible; payments based on company, business, and/or individual performance.

Benefits

• Medical/prescription drug coverage with a Health Savings Account feature.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match, pension, and stock purchase plans.
• Dependent care reimbursement account.
• Back-up child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select programs fully paid.
• Robust wellness program with financial incentives.
• Maternity and/or parental leave.
• Up to 11 paid holidays each year.
• 9 occasional absence days each year, unless otherwise required by law.
• 15 to 25 vacation days each year, depending on career level.

Application Window

• Expected to be posted for two business days from 10/05/2026, though it may be longer based on business discretion.

Disability Accommodations Statement

• If an accommodation is needed to participate in the application process, contact [email protected] with subject line including “accommodation request” and include name, job ID, and preferred method of contact.
• Applicants may also call 877-968-7762 and say “Workday” for accommodation assistance.

Equal Employment Opportunity (EEO)

• PNC provides equal employment opportunity to qualified persons regardless of protected status.
• This position is subject to requirements of Section 19 of the FDIA and, for registered roles, the SAFE Act and/or FINRA rules that prohibit hiring individuals with certain criminal history.

California Residents

• Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.