Business Development Consultant

Ascensus; Philadelphia (Philadelphia County); Hybride; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

401(k) match

Medical

Dental

Vision

Paid Time Off

Résumé du poste

FuturePlan, part of Ascensus, is seeking a Business Development Consultant to build and manage strategic relationships with financial professionals across an assigned territory. The role collaborates with an external RVP to drive day-to-day territory execution, deepen partner engagement, and grow business through new and existing relationships.

The BDC delivers tailored, client-specific retirement-solutions recommendations, supports proposal development, and manages the full sales cycle.

Qualifications

• 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.

Responsabilités

• 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.

Description du poste

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

The Business Development Consultant (BDC) is responsible for building, managing, and expanding strategic relationships with financial professionals—including advisors, consultants, plan sponsors, and institutional partners—within an assigned territory.

Working in close partnership with an external Regional Vice President (RVP), this role supports and advances sales efforts by driving day-to-day territory execution, deepening partner engagement, and identifying opportunities to grow business with both new and existing relationships.

The BDC serves as a trusted consultant to partners, applying industry expertise and ongoing learning to deliver tailored, client-specific solutions leveraging FuturePlan’s full suite of products and services. This role is critical to enhancing the overall sales experience, strengthening partner loyalty, and positioning FuturePlan as a preferred provider in the retirement services marketplace.

Section 2: Key Responsibilities

Relationship Management & Territory Execution

• 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.

Sales Support, Opportunity Creation & Operations

• 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.

Consultative Solutions

• Provide expert guidance on plan design and retirement solutions.

• Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities.

Engagement & Market Development

• Conduct presentations and support industry events to drive engagement and brand presence.

• Educate partners to enhance their ability to win and retain business.

Performance & Continuous Improvement

• Monitor territory performance and align activity to sales goals.

• Maintain industry and product knowledge through ongoing learning.

Collaboration & Compliance

• 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.

Total compensation is targeted between $90,000-$125,000. See breakdown below.

The average salary range for this role is$65,000-$75,000 in base pay. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment.

This Business Development Consultant is eligible for a commission and/or performance incentive. The commission variable targets between $25,000-$50,000.

Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.