KLC Financial, LLC - Business Development Officer

Minnetonka, Minnesota
Aug 22, 2023
Sep 22, 2023


This position is an integral part of the KLC Financial team with responsibilities including but not limited to, business development of services for clients, strong communication and client relationship skills, and the ability to engage and partner with internal and external stakeholders in business development efforts.


Sales Growth and Business Development - Proactively building trusted partner relationships and finding new opportunities for growing your own book of business.

  • Creating strategies for and acquiring new customers and trusted vendor partners.
  • Proactively solicit, recruit, and retain vendor business relationships including attending trade shows and visiting vendors at their places of business.
  • Develop and grow end user and vendor relationships.
  • Effectively balancing company, team, trusted vendor partner, and customer needs

Building Trust and Cultivating Relationships - Build rapport with a wide range of people, including internal team and external stakeholders.

  • Building trust and rapport with trusted partners to ensure them their customers will have a positive experience.
  • Timely and accurate follow up with trusted partners, customers, and team.
  • Proactive and effective communication (phone, video, in person and via email) to trusted partner and customer requests and issues when applicable.
  • Communicating effectively internally (up, down, and across) - closing the loop
  • Provide reporting, goals, feedback to the VP of Sales & Marketing as requested.
  • Attend KLC sales meetings, trainings, and other corporate management requests.
  • Building rapport with the team and actively participating in calls, meetings, and account strategy with sales team members when needed.
  • Performs other duties as assigned.


  • High School Diploma or Equivalent required; Undergraduate degree preferred.
  • Thorough understanding of business/financial concepts, terminology, & practices necessary
  • Professional presentation, communication and negotiation skills appropriate to one to one and mass audiences
  • Basic understanding of Microsoft Software products - Word, Excel and Power Point.
  • Ability to sell financial services.
  • Must be outgoing, professional, & exercise sound judgment

Essential Mental & Physical Requirements

  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to read and interpret a document if required to perform the essential job functions
  • Prolonged periods of sitting at a desk and working on a computer may be required.
  • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

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