Business Development Consultant | Internal

Strongpoint Partners

Remote
Remote
Retirement plan solutions
Lead qualification
Advisor engagement
The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities

Job Summary

  • The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.
  • Key responsibilities include managing and qualifying inbound retirement plan leads, engaging financial advisors, and building a pipeline of qualified opportunities.
  • The company offers a value-driven employee experience with flexible workplace options, unlimited PTO, an inclusive environment, growth opportunities, and comprehensive benefits.

Matching Summary

The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.

Skills & Requirements

Must-have

  • retirement plan solutions
  • lead qualification
  • advisor engagement
  • CRM platforms
  • Microsoft Office proficiency

Nice-to-have

  • relationship building skills
  • proactive approach
  • collaborative mindset
  • curiosity and willingness to learn

Key Requirements

  • 2-5 years of experience
  • financial services experience
  • retirement plans exposure preferred
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter