Business Development Consultant

Ascensus

. Build, manage, and expand strategic relationships with advisors, consultants, plan sponsors, and institutional partners .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing relationships with financial professionals, providing guidance on plan design and retirement solutions, and executing the full sales lifecycle. Proficient in pipeline tracking, CRM management, and delivering customized recommendations to drive business growth.

Highest-signal resume keywords

Relationship ManagementSales Lifecycle ExecutionPipeline TrackingProposal DevelopmentPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design GuidanceRetirement SolutionsCustomized RecommendationsCRM UpdatesBusiness Submission

Soft Skills

CollaborationClient EngagementOngoing Learning

Industry Keywords

Financial ProfessionalsAdvisorsConsultantsPlan SponsorsInstitutional Partners

About the role

Key responsibilities & impact

Build, manage, and expand strategic relationships with advisors, consultants, plan sponsors, and institutional partners
Partner with the external Regional Vice President to execute territory strategy and drive new and existing business growth
Uncover new business opportunities, 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 using FuturePlan’s products and services
Conduct presentations and support industry events to drive engagement and brand presence
Educate partners to help them win and retain business
Monitor territory performance and align activity to sales goals
Maintain industry and product knowledge through ongoing learning
Collaborate with internal teams to ensure a seamless client experience
Uphold data security standards and demonstrate company values
Perform other duties as assigned

Requirements

What you’ll need

Experience or expertise sufficient to build and manage relationships with financial professionals, including advisors, consultants, plan sponsors, and institutional partners
Industry and product knowledge, with commitment to ongoing learning
Ability to provide guidance on plan design and retirement solutions
Ability to develop customized, client-specific recommendations
Ability to conduct presentations and support industry events
Ability to track pipelines, update CRM systems, follow up, and submit new business
Ability to support proposal development, documentation, and the full sales lifecycle
Ability to work in partnership with an external Regional Vice President and internal teams
Ability to uphold data security standards and company values
Ability to work within an assigned territory
No specific educational credential stated

Benefits

Comp & perks

401(k) match
Medical insurance
Dental insurance
Vision insurance
Paid time off
Commission variable target of $25,000-$50,000
Performance incentive
Ongoing learning and professional development