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[Remote] Business Development Consultant

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. Ascensus is the nation’s largest third-party administrator of retirement plans, seeking a Business Development Consultant to build and manage strategic relationships with financial professionals. This role is essential for driving sales efforts, deepening partner engagement, and delivering tailored solutions to enhance the sales experience in the retirement services marketplace.

Responsibilities

  • Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners
  • Partner with the RVP to execute territory strategy and drive new and existing business growth
  • Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline
  • Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission
  • Support proposal development, documentation, and full sales lifecycle execution
  • Provide expert guidance on plan design and retirement solutions
  • Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities
  • Conduct presentations and support industry events to drive engagement and brand presence
  • Educate partners to enhance their ability to win and retain business
  • Monitor territory performance and align activity to sales goals
  • Maintain industry and product knowledge through ongoing learning
  • Partner with internal teams to ensure a seamless client experience
  • Uphold data security standards and demonstrate company values in all interactions
  • Other duties as assigned

Skills

  • Experience in building and managing strategic relationships with financial professionals, including advisors, consultants, plan sponsors, and institutional partners
  • Ability to partner with a Regional Vice President to execute territory strategy and drive business growth
  • Proven track record in uncovering new business opportunities and advancing prospects through the sales pipeline
  • Experience in managing day-to-day sales activity, including pipeline tracking and CRM updates
  • Ability to support proposal development and full sales lifecycle execution
  • Expertise in providing guidance on plan design and retirement solutions
  • Experience in delivering customized, client-specific recommendations
  • Ability to conduct presentations and support industry events
  • Experience in educating partners to enhance their business capabilities
  • Ability to monitor territory performance and align activity to sales goals
  • Commitment to maintaining industry and product knowledge through ongoing learning
  • Ability to collaborate with internal teams to ensure a seamless client experience
  • Understanding of data security standards and company values

Benefits

  • 401(k) match
  • Medical
  • Dental
  • Vision
  • Paid-Time-Off

Company Overview

  • Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. It was founded in 1980, and is headquartered in Dresher, Pennsylvania, USA, with a workforce of 5001-10000 employees. Its website is https://www2.ascensus.com/.
  • Company H1B Sponsorship

  • Ascensus has a track record of offering H1B sponsorships, with 3 in 2026, 8 in 2025, 6 in 2024, 9 in 2023, 23 in 2022, 14 in 2021, 19 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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