Internal Business Development Consultant

New

Can be performed from anywhere within the United States, We welcome candidates from all U.S. time zonesFull-TimeMiddle

Salary$85,000-$95,000 annually plus commission/bonus structure

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Job Details

Experience: 2–5 years of experience
Required Skills: Business DevelopmentMicrosoft OfficeClient relationship managementCRM

2–5 years of experience in financial services, sales, business development, or client relationship management
Experience working with CRM platforms and sales tools
Strong proficiency in Microsoft Office
Exposure to retirement plans, financial advisor distribution, or institutional sales (preferred)
Bachelor’s degree in business, marketing, or a related field (preferred)
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

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

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