Business Development Consultant

🕒 6 dias atrás

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Strongpoint Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤝 B2B

💸 Finanças

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners é uma plataforma de serviços financeiros em rápida expansão, habilitada por tecnologia, que oferece administração terceirizada de aposentadorias ("TPA"), registro, e soluções integradas de tecnologia para folha de pagamento e RH para pequenas e médias empresas. O conjunto de serviços da Strongpoint prioriza precisão, conformidade e redução de risco regulatório, tudo entregue por equipes locais de sucesso do cliente que entendem as nuances dos mercados que atendem. Composta por uma rede nacional de empresas líderes em estratégias e administração de aposentadorias, incluindo HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), e Retirement Planners and Administrators ("RPA"), a Strongpoint Partners combina uma paixão incessante por serviço e inovação com a experiência e expertise necessárias para tornar a aposentadoria viável para todos. Para mais informações, visite: www.strongpointpartners.com

Descrição

• 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

🎯 Requisitos

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

🏖️ Benefícios

• Flexible Workplace – Hybrid and remote options available for many roles. • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.