Remote Retirement Plans Business Development Pro

Strongpoint Partners; United States; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Benefits

Workplace Perks

Job summary

Strongpoint Partners, a tech-enabled retirement services platform, seeks an Internal Business Development Consultant of Retirement Plans. This fully remote role focuses on converting inbound interest into advisor relationships and new retirement plan opportunities, bridging marketing, sales, and relationship development.

You will qualify leads, engage financial advisors, and support the sales pipeline while collaborating with field teams.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship-building

Communication

Organization

Learning mindset

Education

Bachelor’s degree in business/marketing or related field

Tools

CRM platforms

Sales tools

Microsoft Office

Job description

Strongpoint Partners, a tech-enabled retirement services platform, seeks an Internal Business Development Consultant of Retirement Plans. This fully remote role focuses on converting inbound interest into advisor relationships and new retirement plan opportunities, bridging marketing, sales, and relationship development.

You will qualify leads, engage financial advisors, and support the sales pipeline while collaborating with field teams.