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Business Development Consultant
AscensusBusiness Development Consultant managing relationships with financial professionals at FuturePlan. Driving sales efforts by supporting territory execution and uncovering new business opportunities.
About the role
Key responsibilities & impact- 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.
- Monitor territory performance and align activity to sales goals.
- Maintain industry and product knowledge through ongoing learning.
- Partner with internal teams to ensure a seamless client experience.
- Uphold data security standards and demonstrate company values in all interactions.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
Requirements
What you’ll need- 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
- Ability 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.
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Retirement Plan DesignSales Lifecycle ExecutionPipeline TrackingProposal DevelopmentAnalytical SkillsProblem Resolution SkillsSound Advice RenderingDemonstration Skills
Soft Skills
Excellent Communication SkillsCustomer Service FocusStrong Work EthicSolutions-Oriented Skills