Business Development Consultant, FuturePlan
Listed on 2026-06-03
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Sales
Business Development, Sales Representative -
Business
Business Development
The Business Development Consultant (BDC) is responsible for building, managing, and expanding strategic relationships with financial professionals—including advisors, consultants, plan sponsors, and institutional partners—within an assigned territory. Working in close partnership with an external Regional Vice President (RVP), this role supports and advances sales efforts by driving day-to-day territory execution, deepening partner engagement, and identifying opportunities to grow business with both new and existing relationships.
Key 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 Future Plan 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 and deliver customized, client-specific recommendations.
- 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.
- Perform other duties as assigned.
The national average salary range for this role is $65,000–$75,000 in base pay, exclusive of any bonuses and benefits. Salary may vary based on location, experience, performance, and internal pay alignment.
Other rewards and benefits may include:
- 401(k) match
- Medical, dental, and vision coverage
- Paid time off
- Health Savings Account with employer contribution up to $1,100
- 401(k) and 529 college savings match programs
Please note that this job description is confidential and intended for the applicant only.
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