Business Development Consultant

Job Summary

Building and expanding strategic relationships with financial professionals, the full-time remote Business Development Consultant will drive sales efforts, manage territory execution, and deliver tailored solutions to enhance partner engagement and loyalty.

Key Responsibilities

• Develop and maintain strong relationships with advisors, consultants, and institutional partners while executing territory strategy
• Proactively uncover new business opportunities and manage day-to-day sales activities, including pipeline tracking and proposal development
• Provide expert guidance on retirement solutions and conduct presentations to enhance partner engagement

Required Qualifications

• Experience in business development or sales within the financial services industry
• Proven ability to manage client relationships and drive new business growth
• Strong understanding of retirement plan design and solutions
• Familiarity with CRM systems for tracking sales activities
• Ability to conduct presentations and represent the company at industry events