Business Development Consultant, FuturePlan

Position Summary

The Business Development Consultant (BDC) is responsible for building, managing, and expanding strategic relationships with financial professionals—including advisors, consultants, plan sponsors, and institutional partners—within an assigned territory. Working in close partnership with an external Regional Vice President (RVP), this role supports and advances sales efforts by driving day-to-day territory execution, deepening partner engagement, and identifying opportunities to grow business with both new and existing relationships. The BDC serves as a trusted consultant to partners, applying industry expertise and ongoing learning to deliver tailored, client-specific solutions leveraging FuturePlan’s full suite of products and services. This role is critical to enhancing the overall sales experience, strengthening partner loyalty, and positioning FuturePlan as a preferred provider in the retirement services marketplace.

Job Functions, Essential Duties and 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. Deliver 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 territory performance and align activity to sales goals. 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.
• Other duties as assigned. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Experience, Skills, Knowledge Requirements

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
• 6+ years’ experience in the retirement industry
• 6+ years’ experience in the financial services industry
• Excellent written and oral communication skills
• Customer service focused
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem resolution skills
• Able to work well under pressure with multiple priorities and deadlines
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules
• Proficiency in MSOffice software applications, specifically Excel
• Contribute to sales organization by utilizing strong work ethic and team communication
• Strong solutions-oriented skills
• Must possess excellent interviewing and demonstration skills

Supervision

N/A