Business Development Consultant | Internal
Core
Convert inbound interest into advisor relationships and new retirement plan opportunities by qualifying leads and building relationships with financial advisors.
Role type
Business Development Consultant (Retirement Plans)
Builds
New retirement plan opportunities and advisor distribution channels
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
lead qualification, financial advisor engagement, CRM management, retirement plan design knowledge, compliance awareness, proposal support, pipeline management
Preferred skills
retirement plan distribution experience, institutional sales exposure
Technologies
CRM platforms, Microsoft Office
Responsibilities
Manage and qualify inbound retirement plan leads, Engage financial advisors to understand business needs, Build and maintain a pipeline of qualified opportunities, Partner with field sales teams to transition opportunities, Support advisor meetings and presentations, Educate advisors on plan design and compliance
Seniority
Mid-level, hands-on IC