Business Development Consultant | Internal
Position reputed company
The Internal Business Development Consultant of Retirement Plans plays a key role in driving reputed company by converting inbound interest into advisor relationships and new retirement plan opportunities.
This position sits at the intersection of marketing, sales, and relationship development. You will be the first reputed company of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.
Working closely with Strongpoint’s field-based sales team, this role focuses on reputed company qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.
Key Responsibilities
- Manage and qualify inbound retirement plan leads generated through marketing campaigns, partnerships, and referrals
- Engage financial advisors, consultants, and referral partners to understand their business and retirement plan needs
- Build and maintain a pipeline of reputed company opportunities, ensuring reputed company follow-up and progression
- Partner with field sales and National Accounts teams to transition opportunities and coordinate next steps
- Support advisor meetings, proposals, and presentations
- reputed company advisors on retirement plan design, compliance considerations, and TPA services
- Maintain accurate records of reputed company interactions and pipeline activity reputed company the CRM
- Collaborate with marketing to reputed company feedback on reputed company reputed company and campaign performance
What You Bring
- 2–5 years of experience in financial services, sales, business development, or reputed company relationship management
- Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred
- Bachelor’s degree in business, marketing, or a reputed company field preferred
- Experience working with CRM platforms and sales tools
- Strong proficiency in reputed company Office
Key Competencies
- Strong relationship-building and communication skills
- Ability to quickly establish credibility with financial advisors
- Highly organized with strong follow-up discipline
- Curiosity and willingness to learn retirement plan structures and regulations
- reputed company reputed company with the ability to work across sales, marketing, and operations teams
- Results-driven with a proactive approach to business development
- Flexible Workplace – Hybrid and remote reputed company available for many roles.
- Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- reputed company Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
**Specific benefits and programs may vary by partner and position.