Accounting Intern

Strongpoint Partners · Chicago, IL · 5 days ago

On-siteAccounting$80k–$90k/yrInternship

About the role

The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth 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 point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.

This role focuses on lead 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.

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 qualified opportunities, ensuring timely 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
Educate advisors on retirement plan design, compliance considerations, and TPA services
Maintain accurate records of all interactions and pipeline activity within the CRM
Collaborate with marketing to provide feedback on lead quality and campaign performance

Requirements

2–5 years of experience in financial services, sales, business development, or client relationship management
Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred
Bachelor’s degree in business, marketing, or a related field preferred
Experience working with CRM platforms and sales tools
Strong proficiency in Microsoft Office

Skills

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
Collaborative mindset with the ability to work across sales, marketing, and operations teams
Results-driven with a proactive approach to business development

Benefits

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Pay

Internal Business Development Consultant: $80,000 - $90,000 annually
Retirement Plan Administrator: $80,000 - $90,000 annually
Loans & Distribution: $45,000 - $55,000 annually

Schedule

All positions are fully remote and can be performed from anywhere within the United States. Preference will be given to those in the Central & Eastern time zone(s).