ERISA Attorney (CQ)

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

Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field
• 3-5+ years of experience in retirement plan administration, preferably in a TPA environment
• Deep understanding of regulatory compliance and testing standards
• Knowledge of ERISA regulations
• Proficient in Relius software (preferred)
• Skilled communicator with strong organizational and project management abilities
• Detail-oriented with solid math/accounting skills
• Able to thrive in a fast-paced, remote work environment
• ASPPA credentials (or in progress) strongly preferred
• Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.)

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

• The anticipated pay range for this position is $80,000-$90,000 annually for the Internal Business Development Consultant of Retirement Plans
• The anticipated pay range for this position is $45,000-$55,000 annually for the Loans & Distribution position

Schedule

We offer a flexible schedule that allows employees to work remotely from anywhere within the United States. Preference will be given to those in the Central & Eastern time zone(s).