Strongpoint Partners - Business Development Consultant | Internal
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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 is 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 • Key Competencies • Key Competencies • 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 • Results-driven with a proactive approach to business development • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Unlimited PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Manage and qualify inbound retirement plan leads generated through 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, ensuring 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 within the CRM • Collaborate with marketing to provide feedback on lead quality and campaign performance
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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