Business Development Consultant
About The Position
The Business Development Consultant (BDC) is responsible for building, managing, and expanding strategic relationships with financial professionals—including advisors, consultants, plan sponsors, and institutional partners—within an assigned territory. Working in close partnership with an external Regional Vice President (RVP), this role supports and advances sales efforts by driving day-to-day territory execution, deepening partner engagement, and identifying opportunities to grow business with both new and existing relationships. The BDC serves as a trusted consultant to partners, applying industry expertise and ongoing learning to deliver tailored, client-specific solutions leveraging FuturePlan’s full suite of products and services. This role is critical to enhancing the overall sales experience, strengthening partner loyalty, and positioning FuturePlan as a preferred provider in the retirement services marketplace.
Requirements
- Industry expertise
- Ongoing learning
- Data security standards
- Company values
Nice To Haves
- Experience in sales support
- Experience in CRM systems
- Experience in proposal development
Responsibilities
- Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners.
- Partner with the RVP to execute territory strategy and drive new and existing business growth.
- Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline.
- Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission.
- Support proposal development, documentation, and full sales lifecycle execution.
- Provide expert guidance on plan design and retirement solutions.
- Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities.
- Conduct presentations and support industry events to drive engagement and brand presence.
- Educate partners to enhance their ability to win and retain business.
- Monitor territory performance and align activity to sales goals.
- Maintain industry and product knowledge through ongoing learning.
- Partner with internal teams to ensure a seamless client experience.
- Uphold data security standards and demonstrate company values in all interactions.
- Other duties as assigned.
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
- Professional Development with in-house training
- Tuition reimbursement
- Generous reward programs
- Health Savings Account with employer contribution up to $1,100
- 529 college savings match programs
- Volunteer and charitable-giving programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
