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Job Details

Client Relationship Executive Insurance amp Retirement

Company name
Deloitte Development, LLC

New Orleans, LA, United States

Employment Type

Account Management

Posted on
Dec 09, 2022

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Job Information


Client Relationship Executive, Insurance & Retirement


New Orleans


Deloitte Services LP is seeking high performing candidates to pursue strategic relationships at our largest and most sophisticated Financial Services industry accounts. Candidates should have an entrepreneurial spirit, relevant industry experience within Insurance & Retirement, strong relationship management skills and a proven track record in selling professional services. In this role, candidates will focus on one or two specific clients and have responsibility for business development at those designated clients for the wide range of services offered by Deloitte's US subsidiaries.

The Client Relationship Executive (CRE) is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities to the client, and the strategic planning and penetration of all areas within the client's organization. The role involves:

Driving targeted campaigns across the breadth of a client's business units and functions

Developing strategic and tactical plans to generate revenue

Building relationships with key executives to generate and develop ideas, pursue opportunities and close sales

Identifying and influencing key decision-makers at all levels within the client organization

Assisting the account team with qualifying, pursuing and closing opportunities

Playing a leadership role in pursuits and an oversight role in the development of proposals

Identifying and developing unique programming that helps reinforce Deloitte's partnership with clients, including alignment of core values and supports client stakeholder career growth plans

Supporting and mentoring junior members of the Deloitte team in the art of relationship development

Supporting development of community and non-profit connections between the client, Deloitte and the broader community

Building connections with the global Deloitte teams supporting the client and helping enable Deloitte to serve its client teams globally

Coordinating the efforts of Deloitte's cross-disciplinary teams during the sales process

Working closely with Deloitte's Lead Client Service Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that sales processes are consistently executed across the account

The ideal candidate will have a significant level of relationship and business development experience within the Insurance & Retirement, and a proven track record in selling professional services. The candidate will understand how to develop an integrated marketing plan that targets sophisticated financial institutions and their service needs. The candidate should have a sound understanding of the professional service delivery process and ideally will have experience delivering engagements at some point within their career. The typical candidate will have 10-15 years of experience within the FSI marketplace.

Required Qualifications:

10 years' experience as a named account relationship and/or business development manager serving Fortune 500 clients within the Financial Services Industry marketplace;

Previous experience delivering a breadth of consulting and advisory services to Insurance & Retirement

Strong professional services sales management knowledge and experience;

In-depth understanding of the Insurance & Retirement industry;

Fluency in key sector domains, especially areas of increased client prioritization including but not limited to: Insurance & Retirement, Corporate Social Responsibility and DE&I, Risk & Regulatory, Digital Transformation, Customer Agenda, and Cloud

Strong global, cross-business teaming skills

Proven ability to develop and secure relationships at all levels within a client organization;

Experience in non-profit board work or as a member of community organizations

Strong focus on diversity, equity and inclusion initiatives, including career retention and advancement

Experience in relationship building that increases account penetration and leads to increased revenue opportunities with new and existing clients;

Demonstrable ability to leverage pre-existing network of clients or contacts in the marketplace

Ability to foster connections between and among diverse sets of clients or contacts

Ability to work in a collaborative and diverse team environment

Success in playing a leading role within an account team framework (i.e. working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other business development professionals);

Ability to influence and lead cross-functional teams in client pursuits

Poise, executive presence and high articulacy. A strong background in crafting and delivering proposals is also a requirement;

International experience and willingness to travel globally

Bachelor's degree required, MBA is desirable

Limited sponsorship may be provided

Ability to travel 20-60%, on average, based on the work you do and the clients and industries/sectors you serve

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 153,110-$314,390

You may also be eligible to participate in a sales incentive program, whereby you may be eligible to receive certain incentive compensation amounts based on achievement of certain sales goals set forth each year, subject to the terms and conditions of any applicable program document.





All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Company info

Deloitte Development, LLC
Website :

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