Business Development Consultant

Job Summary

Building and expanding strategic relationships with financial professionals, the full-time remote Business Development Consultant will manage territory execution, drive sales efforts, and provide tailored retirement solutions to partners.

Key Responsibilities

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners
• Proactively uncover new business opportunities and manage day-to-day sales activities including pipeline tracking and CRM updates
• Provide expert guidance on plan design and deliver customized recommendations leveraging FuturePlan's capabilities

Required Qualifications

• Proven experience in business development or sales, preferably in the financial services or retirement industry
• Strong understanding of retirement plan design and solutions
• Experience with CRM software and sales pipeline management
• Ability to conduct presentations and engage effectively with partners
• Commitment to ongoing learning and maintaining industry knowledge