Business Development Strategist — Retirement Solutions

Ascensus

Dresher (Montgomery County)

On-site

USD 65,000 - 75,000

Full time

14 days+

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Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Job summary

Ascensus is seeking a Business Development Consultant to build and expand strategic relationships with financial professionals within an assigned territory. Working closely with an external Regional Vice President, you will drive day-to-day territory execution and deepen partner engagement to grow the business with new and existing relationships.

You will serve as a trusted consultant, applying industry expertise to deliver tailored retirement solutions from FuturePlan.

Responsibilities

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.
Other duties as assigned.