Business Development Consultant

Strongpoint Partners

Internal Business Development Consultant converting inbound leads into advisor relationships at Strongpoint Partners. Engaging with financial advisors and supporting the sales pipeline for retirement plans.

Posted 7/8/2026full-timeRemote • Illinois • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing retirement plan leads and engaging financial advisors to meet their business needs. Proficient in utilizing CRM platforms and Microsoft Office to maintain accurate records and support sales processes.

Highest-signal resume keywords

Retirement Plan ManagementClient Relationship ManagementCRM Platform ExperienceFinancial Services SalesMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan DesignSales DevelopmentLead QualificationPipeline ManagementProposal Support

Soft Skills

CollaborationCommunicationEngagement

Tools & Technologies

CRM PlatformsSales Tools

Industry Keywords

Financial Advisor DistributionInstitutional SalesCompliance Considerations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Flexible Workplace – Hybrid and remote options available for many roles.
Flexible 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.