Business Development Consultant
Account Management
B2B
Business Development
Client Outreach
Client Prospecting
Consultant
Consultative Sales
CRM
Field Sales
Lead Generation
New Business
New Business Development
Outside Sales
Partner Management
Relationship Management
Sales
Sales Development
Sales Outreach
Sales Representative
Territory Management
Job Description
Ascensus is seeking an onsite Business Development Consultant in Dresher, PA, with a salary of $65,000 to $75,000 per year. The role centers on building and expanding strategic relationships with financial professionals, supporting sales efforts in partnership with an external Regional Vice President. You will deliver tailored retirement solutions and strengthen FuturePlan's position in the retirement services marketplace.
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
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.
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