Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Internal Business Development Consultant plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.
Responsibilities
- 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
Skills
- 2–5 years of experience in financial services, sales, business development, or client relationship management
- Experience working with CRM platforms and sales tools
- Strong proficiency in Microsoft Office
- Strong relationship-building and communication skills
- Ability to quickly establish credibility with financial advisors
- Highly organized with strong follow-up discipline
- Curiosity and willingness to learn retirement plan structures and regulations
- Collaborative mindset with the ability to work across sales, marketing, and operations teams
- Results-driven with a proactive approach to business development
- Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred
- Bachelor's degree in business, marketing, or a related field preferred
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.
Company Overview