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Business Development Consultant | Internal

1 month 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 2

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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