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Business Development Consultant
Strongpoint PartnersInternal Business Development Consultant converting inbound leads into advisor relationships at Strongpoint Partners. Engaging with financial advisors and supporting the sales pipeline for retirement plans.
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.
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 DevelopmentLead QualificationPipeline ManagementProposal Support
Soft Skills
CollaborationCommunicationEngagement