Retirement Solutions Consultant: Territory Growth

Ascensus; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid Time Off

Job summary

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.

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

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.