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

Financials

11-50 (45)

Links

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Business Development Consultant | Internal

3 months ago

Anywhere

Full-time

Mid Level

Business Development

Sales and Business Development

CRM

Apply Now

Strongpoint Partners

Insurance

11-50

View All Jobs

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

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