Business Development Representative, Retirement Plan Consulting

Business Development Representative | Retirement Plan Consulting

Are you the person who is genuinely energized by a full call block and a calendar you filled yourself? Do you want your work measured in meetings created rather than hours logged? Then read on.

LoVasco's Retirement Plan Consulting Group serves as the outsourced Chief Retirement Officer (CRO) to mid-sized employers. We help 401(k) and 403(b) plan sponsors manage their fiduciary duties and provide their employees access to quality, unbiased financial guidance. We are an energetic, growing firm that values our commitment to taking care of the people you care about.

Located in downtown Detroit, LoVasco hires team members with a shared passion for accountability, extreme ownership, and an overall getting-things-done attitude. We've found this translates into a level of client service and work environment unmatched by our competitors.

The Business Development Representative (BDR) has one job: create qualified first meetings for LoVasco's

Retirement Plan Consulting team. Our consultants are exceptional once they are in the room. This role exists to get them in more rooms.

This is a dedicated prospecting seat. You will not carry a book of business or manage client accounts. You will own the top of our funnel — building target lists, running high-volume outreach, opening doors, and handing warm, well-briefed opportunities to our consultants.

• Outbound Prospecting:
  Execute daily, disciplined outreach to plan sponsors and decision-makers (CFOs, HR leaders, business owners) by phone, email, and Linked In.
• Target List Development:
  Build and maintain prioritized prospect lists in our CRM using plan data (Form 5500 filings, industry, plan size, recordkeeper, advisor of record) so outreach is aimed at the right companies rather than a random sample.
• Appointment Setting:
  Secure first meetings for our retirement plan consultants and confirm those meetings hold. This is the metric this role is judged on.
• Meeting Preparation:
  Prepare a short pre‑meeting brief for the assigned consultant — who we are meeting, what we know about their plan, and why they agreed to talk.
• Nurture and Follow‑Up:
  Own the long‑cycle follow‑up. Most plan sponsors are not ready today; you own the cadence that keeps LoVasco in front of them until their renewal or RFP window opens.
• Networking Channel:
  Represent LoVasco in the channels where our buyers gather — industry associations, local business groups, and centers of influence such as CPAs, ERISA attorneys, and payroll partners.
• Pipeline Hygiene:
  Maintain accurate, current activity and pipeline data in Salesforce and Asana. If it did not get logged, it did not happen.

• A consistent weekly outreach volume — a minimum of 200 meaningful touches per week, including 40+ live dial attempts per day during prospecting blocks
• 8–10 qualified first meetings set and held per month by the end of the ramp period
• A 90‑day ramp to first meetings, and full productivity by month six
• Complete and accurate activity reporting, reviewed weekly in our sales meeting

• Are undeterred by the phone — rejection is data, not discouragement
• Possess an entrepreneurial spirit and are driven to grow professionally and personally
• Are a connector of people — enjoy engaging with people and cultivating positive relationships
• Are competitive with themselves and want their numbers on the board
• Are naturally curious — interested in learning our clients’ businesses and the retirement industry
• Value effective communication — believe that words matter and take pride in written and verbal skills
• Are process‑oriented, with knowledge of or willingness to learn the Entrepreneurial Operating System (EOS) and…