Business Development Consultant

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.

The Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

The Regional Sales Consultant is a hybrid role. The role will be expected to be an internal support to an external sales professional to achieve territory‑specific goals for part of their time and the other part of their time, they will be in territory expected to create their own partners and sales opportunities.

Act in Business Development Consultant (BDC) capacity – supporting overall sales growth and most specifically within territories and dedicated Regional Vice Presidents (RVPs). Approximately 50% of time.

• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
• Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities)
• Conducts sales and product presentations to all intermediaries.
• Provide coaching and guidance to overall Sales Team
• Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
• Leverage Future Plan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities
• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
• To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.
• To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
• Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
• Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
• To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training.
• Efficiently use all internal systems, resources and tools including:
  Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.

Act in Regional Vice President (RVP) capacity – actively cultivate new business & selling to advisors and partners in territory – will have a personal sales target. Approximately 50% of time.

• Create new relationships and cultivate existing with advisors in territory to expand the Future Plan footprint in territory.
• Discuss industry trends with Financial Advisors
• Assist Financial Advisors with a “needs analysis” to ensure the appropriate solution
• Strong knowledge of key competitors with the ability to highlight our competitive advantages
• Establish and maintain productive, working relationships…