Business Development Consultant

Key Responsibilities

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners.
• Partner with the RVP to execute territory strategy and drive new and existing business growth.
• Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline.
• Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission.
• Support proposal development, documentation, and full sales lifecycle execution.
• Provide expert guidance on plan design and retirement solutions, delivering customized, client-specific recommendations leveraging FuturePlan’s capabilities.
• Conduct presentations and support industry events to drive engagement and brand presence.
• Educate partners to enhance their ability to win and retain business.
• Maintain industry and product knowledge through ongoing learning.
• Collaborate with internal teams to ensure a seamless client experience.
• Uphold data security standards and demonstrate company values in all interactions.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or related field.
• Minimum 3 years of experience in financial services, preferably in a sales or consulting capacity.
• Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues.
• Ability to work independently and manage multiple tasks and priorities.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of retirement planning and investment strategies is beneficial.

Skills

• Excellent verbal and written communication skills.
• Strong organizational and problem-solving abilities.
• Ability to present complex information clearly and concisely.
• Experience with CRM systems.
• Understanding of retirement planning and investment strategies.

Benefits

• 401(k) match
• Medical, Dental, Vision coverage
• Paid-Time-Off

Pay

The national average salary range for this role is $65-$75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.