RemoteLeaf Logo
Log in Sign up

Business Development Consultant | Internal

5 months, 1 week ago
Anywhere
Full-time
Mid Level
Business Development
Sales and Business Development
CRM
Apply Now
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50
View All Jobs 8

Description

  • Manage and qualify inbound retirement plan leads from 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 with 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 in the CRM.
  • Collaborate with marketing to share feedback on lead quality and campaign performance.

Requirements

  • 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 preferred.
  • Bachelor’s degree in business, marketing, or a related field preferred.
  • Experience working with CRM platforms and sales tools.
  • Strong proficiency in Microsoft Office.
  • Strong relationship-building and communication skills.
  • Ability to quickly establish credibility with financial advisors.
  • Highly organized with strong follow-up discipline.
  • Curiosity and willingness to learn retirement plan structures and regulations.
  • Collaborative mindset with the ability to work across sales, marketing, and operations teams.

Benefits

  • Hybrid and remote work options available for many roles.
  • Unlimited PTO with flexible paid time off options.
  • Comprehensive health, dental, vision, life, and disability coverage.
  • Incentive bonus programs.
  • Flexible hours.
  • Support for ongoing learning and career development.
  • Inclusive culture that values diversity, collaboration, and respect.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

A

Part-Time Remote Enrollment Advisor

AO Garcia Agency Insurance

Remote financial-services representative engaging warm leads to help families protect their income and future, with structured workdays, training, and advancement opportunities.

United States Part-time Entry Level Business Development
7 hours, 29 minutes ago
A

Protection Services Representative - Remote

AO Garcia Agency Insurance

Remote financial-services representative role focused on speaking with warm leads about income and future protection, with structured training, coaching, and a potential path into leadership.

United States Full-time Entry Level Business Development
7 hours, 29 minutes ago
A

Client Needs Specialist - Work From Home

AO Garcia Agency Insurance

Remote financial-services representative who speaks with warm leads to help families protect their income and future, with structured onboarding, coaching, and opportunities for leadership advancement.

United States Entry Level Business Development
7 hours, 29 minutes ago
A

Remote Family Services Coordinator

AO Garcia Agency Insurance

Remote financial-services sales role focused on speaking with warm leads who have expressed interest in protecting their income and financial future, with structured training and a path to leadership.

United States Entry Level Business Development
7 hours, 29 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers