Strategic Retirement Plans Business Developer

Ascensus; Pennsylvania; On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) match

Medical coverage

Dental coverage

Vision coverage

Paid time off

Job summary

FuturePlan, the nation’s largest third-party administrator of retirement plans, is seeking a Business Development Consultant to expand strategic relationships with financial professionals across a defined territory in the United States.

You will work with an external RVP to execute territory strategy, uncover opportunities, manage the sales pipeline, deliver tailored retirement solutions, and educate partners to win and retain business.

Qualifications

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners.
• Proactively uncover new business opportunities, 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 win and retain business.
• Monitor territory performance and align activity to sales goals.
• Maintain industry and product knowledge through ongoing learning.

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.

Skills

Relationship management

Territory execution

CRM updates

Pipeline management

Proposal development

Client consultation

Market engagement

Compliance awareness

Tools

CRM system

Job description

FuturePlan, the nation’s largest third-party administrator of retirement plans, is seeking a Business Development Consultant to expand strategic relationships with financial professionals across a defined territory in the United States.

You will work with an external RVP to execute territory strategy, uncover opportunities, manage the sales pipeline, deliver tailored retirement solutions, and educate partners to win and retain business.