Business Development Consultant

Ascensus•Boston, MA

22h•$90,000 - $125,000

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

Building, managing, and expanding strategic relationships with financial professionals (advisors, consultants, plan sponsors, and institutional partners).
Supporting and advancing sales efforts by driving day-to-day territory execution.
Deepening partner engagement.
Identifying opportunities to grow business with both new and existing relationships.
Applying industry expertise and ongoing learning to deliver tailored, client-specific solutions.
Leveraging FuturePlan’s full suite of products and services.
Enhancing the overall sales experience.
Strengthening partner loyalty.
Positioning FuturePlan as a preferred provider in the retirement services marketplace.
Sales activity management, including pipeline tracking, CRM updates, follow-up, and new business submission.
Proposal development, documentation, and full sales lifecycle execution.
Providing expert guidance on plan design and retirement solutions.
Delivering customized, client-specific recommendations.
Conducting presentations and supporting industry events.
Educating partners to enhance their ability to win and retain business.
Monitoring territory performance and aligning activity to sales goals.
Maintaining industry and product knowledge through ongoing learning.
Partnering with internal teams to ensure a seamless client experience.
Upholding data security standards and demonstrating company values in all interactions.

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.