Business Development Consultant | Internal

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who we are:</strong></span></p> <p><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">Strongpoint Partners is </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0">tech</span><span class="NormalTextRun SCXW41395917 BCX0">-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. </span><span class="NormalTextRun SCXW41395917 BCX0">Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, </span><span class="NormalTextRun SCXW41395917 BCX0">Strongpoint</span><span class="NormalTextRun SCXW41395917 BCX0"> offers a </span><span class="NormalTextRun SCXW41395917 BCX0">suite of services </span><span class="NormalTextRun SCXW41395917 BCX0">that </span><span class="NormalTextRun SCXW41395917 BCX0">prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of <span data-teams="true">19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard &amp; Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon &amp; Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). </span></span></span><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:&nbsp;</span></span><a class="Hyperlink SCXW41395917 BCX0" href="https://www.strongpointpartners.com/" target="_blank"><span class="TextRun Underlined SCXW41395917 BCX0" lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW41395917 BCX0" data-ccp-charstyle="Hyperlink">www.strongpointpartners.com</span></span></a><span class="TextRun SCXW41395917 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW41395917 BCX0">.&nbsp;</span></span><span class="EOP SCXW41395917 BCX0" data-ccp-props="{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}">&nbsp;</span></p></div><p></p> <h2><strong>Position Summary</strong></h2> <p>The <strong>Internal Business Development Consultant of Retirement Plans</strong> plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.</p> <p>This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.</p> <p>Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.</p> <hr> <h2><strong>Key Responsibilities</strong></h2> <ul> <li>Manage and qualify inbound retirement plan leads generated through marketing campaigns, partnerships, and referrals</li> <li>Engage financial advisors, consultants, and referral partners to understand their business and retirement plan needs</li> <li>Build and maintain a pipeline of qualified opportunities, ensuring timely follow-up and progression</li> <li>Partner with field sales and National Accounts teams to transition opportunities and coordinate next steps</li> <li>Support advisor meetings, proposals, and presentations</li> <li>Educate advisors on retirement plan design, compliance considerations, and TPA services</li> <li>Maintain accurate records of all interactions and pipeline activity within the CRM</li> <li>Collaborate with marketing to provide feedback on lead quality and campaign performance</li> </ul> <hr> <h2><strong>What You Bring</strong></h2> <ul> <li>2–5 years of experience in financial services, sales, business development, or client relationship management</li> <li>Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred</li> <li>Bachelor’s degree in business, marketing, or a related field preferred</li> <li>Experience working with CRM platforms and sales tools</li> <li>Strong proficiency in Microsoft Office</li> </ul> <hr> <h2><strong>Key Competencies</strong></h2> <ul> <li>Strong relationship-building and communication skills</li> <li>Ability to quickly establish credibility with financial advisors</li> <li>Highly organized with strong follow-up discipline</li> <li>Curiosity and willingness to learn retirement plan structures and regulations</li> <li>Collaborative mindset with the ability to work across sales, marketing, and operations teams</li> <li>Results-driven with a proactive approach to business development</li> </ul> <p></p><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>Our Value-Driven Employee Experience:</strong></span></p> <ul> <li data-start="128" data-end="206"><strong data-start="128" data-end="150">Flexible Workplace</strong> – Hybrid and remote options available for many roles.</li> <li data-start="209" data-end="297"><strong data-start="209" data-end="225">Flexible PTO</strong> – Competitive paid time off, including flexible &amp; unlimited options.</li> <li data-start="300" data-end="390"><strong data-start="300" data-end="325">Inclusive Environment</strong> – A culture that values diversity, collaboration, and respect.</li> <li data-start="393" data-end="474"><strong data-start="393" data-end="417">Growth Opportunities</strong> – Support for ongoing learning and career development.</li> <li data-start="477" data-end="562"><strong data-start="477" data-end="503">Comprehensive Benefits</strong> – Health, dental, vision, life, and disability coverage.</li> <li data-start="565" data-end="635"><strong data-start="565" data-end="584">Workplace Perks</strong> – Incentive bonus programs, flexible hours, &amp; more.</li> </ul> <p data-start="637" data-end="705"><em data-start="637" data-end="703">**Specific benefits and programs may vary by partner and position.</em></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p></div>