Business Development Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and qualify incoming retirement plan leads generated from marketing initiatives, partnerships, and referrals.

• Interact with financial advisors, consultants, and referral partners to comprehend their business and retirement plan requirements.

• Develop and sustain a pipeline of qualified opportunities, ensuring prompt follow-up and advancement.

• Collaborate with field sales and National Accounts teams to hand off opportunities and coordinate subsequent steps.

• Assist in advisor meetings, proposals, and presentations.

• Provide education to advisors on retirement plan design, compliance aspects, and TPA services.

• Keep precise records of all interactions and pipeline activities within the CRM.

• Work together with marketing to offer insights on lead quality and campaign effectiveness.

⛳️ Requirements

• 2–5 years of experience in financial services, sales, business development, or client relationship management.

• Familiarity with retirement plans, financial advisor distribution, or institutional sales is preferred.

• Bachelor’s degree in business, marketing, or a related field is preferred.

• Experience with CRM platforms and sales tools.

• Strong proficiency in Microsoft Office.

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.

• Flexible PTO – Competitive paid time off, including flexible & unlimited options.

• Inclusive Environment – A culture that values diversity, collaboration, and respect.

• Growth Opportunities – Support for ongoing learning and career development.

• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.