Business Development Consultant

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Develop, oversee, and enhance strategic partnerships with advisors, consultants, plan sponsors, and institutional stakeholders.

• Collaborate with the external Regional Vice President to implement territory strategies and foster growth in both new and existing business.

• Identify new business prospects, promote FuturePlan solutions, and advance leads through the sales pipeline.

• Manage daily sales activities, including tracking the pipeline, updating the CRM, following up, and submitting new business proposals.

• Assist in the development of proposals, documentation, and the complete execution of the sales lifecycle.

• Offer expert advice on plan design and retirement solutions.

• Provide tailored, client-specific recommendations utilizing FuturePlan’s products and services.

• Facilitate presentations and support industry events to enhance engagement and brand visibility.

• Educate partners to empower them in winning and retaining business.

• Monitor territorial performance and align activities with sales objectives.

• Maintain up-to-date industry and product knowledge through continuous learning.

• Work alongside internal teams to deliver a seamless client experience.

• Adhere to data security protocols and exemplify company values.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• Experience or expertise adequate for building and managing relationships with financial professionals, including advisors, consultants, plan sponsors, and institutional partners.

• Possess industry and product knowledge with a commitment to ongoing education.

• Capability to provide guidance on plan design and retirement solutions.

• Proficient in developing customized, client-specific recommendations.

• Ability to conduct presentations and support industry events.

• Skilled in tracking pipelines, updating CRM systems, following up, and submitting new business.

• Competent in aiding proposal development, documentation, and the entire sales lifecycle.

• Ability to collaborate with an external Regional Vice President and internal teams.

• Commitment to upholding data security standards and company values.

• Capability to operate within a designated territory.

• No specific educational qualifications are required.

🏝️ Benefits

• 401(k) match.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.

• Commission variable target of $25,000-$50,000.

• Performance incentive.

• Ongoing learning and professional development.