Business Development Consultant
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: Illinois • United States
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About the role
- 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
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicessalesbusiness developmentclient relationship managementretirement plan designcompliance considerationsCRM platformssales toolsMicrosoft Office
Soft Skills
communicationcollaborationorganizationrelationship buildingpresentation skillsfollow-up