Business Development Consultant

About This Role

This role involves expanding relationships with internal and external business partners to maximize the growth potential of FuturePlan's sales teams. It focuses on delivering an excellent business experience, propelling relationships using FuturePlan services, and increasing advocacy and brand recognition.

Responsibilities

• Communicate and drive activity to develop new and cultivate existing partnerships within institutional and business to business channels
• Lead sales initiatives for advisors and centers of influence for assigned states and direct sales
• Conduct sales and product presentations to all intermediaries
• Provide coaching and guidance to the overall Sales Team
• Continuously develop market knowledge and understanding to drive activity to help support business plans of sales consultants
• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business
• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness
• Measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals
• Help create and facilitate the delivery of proposals to required parties and manage the sales lifecycle of the business pipeline
• Provide plan design consultation support and identify areas of opportunity for business partners to close more business

Requirements

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent
• 6+ years’ experience in the retirement industry
• 6+ years’ experience in the financial services industry
• Excellent written and oral communication skills
• Customer service focused
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem resolution skills
• Proficiency in MSOffice software applications, specifically Excel

Qualifications

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience
• 6+ years’ experience in the retirement industry and 6+ years’ experience in the financial services industry

Skills

* Required skills