Business Development Strategist — Retirement Solutions

Ascensus; Dresher (Montgomery County); On-site; USD 65,000 - 75,000; Full time

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.

Job description

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.