[Remote] Business Development Consultant, FuturePlan

Note: The job is a remote job and is open to candidates in USA. Ascensus is a leading third-party administrator of retirement plans, seeking a Business Development Consultant to enhance relationships and drive business growth. This role focuses on developing partnerships, supporting sales teams, and improving the overall sales experience for clients and advisors.ResponsibilitiesCommunicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clientsLeads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities)Conducts sales and product presentations to all intermediariesProvide coaching and guidance to overall Sales TeamWork to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultantsHelp coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new businessLeverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communitiesSupport the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencersTo help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activityTo help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channelsHelp provide plan design consultation support and be able to identify areas of opportunity for business partners to close more businessPartner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plansPerforms other duties and special projects as assignedTo develop an increased knowledge of Retirement Plans, plan design and our industry through continued trainingEfficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technologyResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clientsOur I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational cultureScheduled Travel with External Sales partners including conferences and advisor meetings at least once a yearAssist with other tasks and projects as assignedSkillsAssociate or Bachelor's degree in Business, Marketing, Sales or equivalent combination of education and experience6+ years' experience in the retirement industry6+ years' experience in the financial services industryExcellent written and oral communication skillsCustomer service focusedComprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulationsExcellent analytical and problem resolution skillsAbility to work well under pressure with multiple priorities and deadlinesAble to effectively render sound advice and judgment within company guidelines and ERISA rulesProficiency in MSOffice software applications, specifically ExcelContribute to sales organization by utilizing strong work ethic and team communicationStrong solutions-oriented skillsMust possess excellent interviewing and demonstration skillsCompany OverviewAscensus delivers high-quality solutions for every segment of the retirement plan marketplace. It was founded in 1980, and is headquartered in Dresher, Pennsylvania, USA, with a workforce of 5001-10000 employees. Its website is https://www2.ascensus.com/.Company H1B SponsorshipAscensus has a track record of offering H1B sponsorships, with 3 in 2026, 8 in 2025, 6 in 2024, 9 in 2023, 23 in 2022, 14 in 2021, 19 in 2020. Please note that this does not guarantee sponsorship for this specific role.