Ascensus · 2 days ago
Business Development Consultant, FuturePlan
United States
Full-time
Remote
Senior Level
6+ years expAscensus is the nation's largest third-party administrator of retirement plans, seeking a Business Development Consultant to enhance relationships with business partners. The role focuses on driving sales initiatives, providing support to the sales team, and improving the overall business experience to maximize growth potential.
ConsultingRetirementTraining
Responsibilities
Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients
Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities)
Conducts sales and product presentations to all intermediaries
Provide coaching and guidance to overall Sales Team
Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants
Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business
Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities
Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers
To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity
To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels
Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business
Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans
Performs other duties and special projects as assigned
To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training
Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year
Assist with other tasks and projects as assigned
Qualification
Required
Associate or Bachelor's degree in Business, Marketing, Sales or equivalent combination of education and experience
6+ years' experience in the retirement industry
6+ years' experience in the financial services industry
Excellent written and oral communication skills
Customer service focused
Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
Excellent analytical and problem resolution skills
Ability to work well under pressure with multiple priorities and deadlines
Able to effectively render sound advice and judgment within company guidelines and ERISA rules
Proficiency in MSOffice software applications, specifically Excel
Contribute to sales organization by utilizing strong work ethic and team communication
Strong solutions-oriented skills
Must possess excellent interviewing and demonstration skills
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase