Business Development Consultant | Internal
Role Overview
The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.
This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.
Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.
Key Skills for This Role
Full Job Posting
Position Summary
The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.
This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.
Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.
Key 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
What You Bring
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
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
Our Value-Driven Employee Experience:
Flexible Workplace – Hybrid and remote options available for many roles.
Flexible PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.
About Strongpoint Partners
Provides tech-enabled retirement plan administration and payroll services.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Strongpoint Partners
Enrolled Actuary/Defined Benefit Administrator
, USA
Retirement Plan Administrator
, USA
Retirement Plan Administrator, (SI Group)
Honolulu, USA
Enrolled Actuary, (AUI)
, USA
DC Plan Administrator
, USA
Retirement Plan Administration Assistant, (ACI)
Chino Hills, USA
Director of TPA Operations & Strategic Partnerships
Chicago, USA
Team Lead, MEP/PEP Administration, (PFS)
, USA