业务发展顾问 | 内部
Business Development Consultant | Internal
我们是：
Strongpoint Partners 是一个技术驱动的退休服务平 台，为中小型企业提供整合的退休第三方管理、记录保存、薪资和人力资源解决方案。被列为《Inc.》5000 美国增长最快的私人公司之一，并被评为值得工作的优秀企业。Strongpoint 提供一系列服务，优先考虑准确性、合规性以及降低监管风险，由了解其所服务市场细微差别的本地客户成功团队提供支持。Strongpoint Partners 将对服务和创新的执着热情与必要的经验和专业知识相结合，以确保每个人都能实现退休目标。更多信息，请访问：www.strongpointpartners.com。
职位概述：
退休计划内部业务发展顾问在推动增长方面发挥关键作用，将潜在兴趣转化为顾问关系和新的退休计划机会。
该职位位于营销、销售和关系发展交汇处。你将是探索退休计划解决方案的财务顾问的第一联系人，帮助评估机会、建立关系并支持销售管道。
与 Strongpoint 的现场销售团队紧密合作，该职位专注于线索评估、顾问参与和主动跟进。这是一个适合希望在退休计划销售和顾问分销领域建立职业生涯的理想机会。
请注意：这是一项完全远程的工作，可以在美国任何地方进行。我们欢迎所有美国时区的候选人；然而，由于合作伙伴和客户的主办公地点，优先考虑可以采用混合工作模式的芝加哥地区候选人。
主要职责：
- 管理并通过营销活动、合作伙伴关系和推荐生成的退休计划线索
- 与财务顾问、咨询顾问和推荐合作伙伴互动，了解他们的业务和退休计划需求
- 建立并维护合格的机会管道，确保及时跟进和推进
- 与现场销售和全国客户团队合作，转移机会并协调下一步行动
- 支持顾问会议、提案和演示
- 教育顾问关于退休计划设计、合规考虑因素和TPA服务
- 保持准确的记录
查看英文原文
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Position Summary:
The Internal Business Development Consultant of Retirement Plans plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.
This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.
Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Chicago area who can work on a hybrid schedule.
Key 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
- Other duties as assigned
Minimum Qualifications:
- 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
Key Competencies:
- 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
Pay Transparency Statement:
The anticipated pay range for this position is $85,000-$95,000 annually plus commission/bonus structure.
At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.
Our Value-Driven Employee Experience:
- 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.
**Specific benefits and programs may vary by partner and position.