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Business Development Consultant at Strongpoint Partners | JobVerse
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Business Development Consultant
Strongpoint Partners
Remote
Website
LinkedIn
Business Development Consultant
Illinois, United States of America
Full Time
3 weeks ago
No Visa Sponsorship
Apply Now
Key skills
CRM
Collaboration
Sales
About this role
Role Overview
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
Requirements
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
Benefits
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited 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.
Apply Now
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