Business Development Consultant

🕒 May 29

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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.