Business Development Consultant | Internal

Position Summary

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.

Key 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

What You Bring

• 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

Key Competencies

• 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

Our Value-Driven Employee Experience

• 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.