[Remote] Business Development Consultant, FuturePlan
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading reputed company-party administrator of retirement plans, seeking a Business Development Consultant to enhance relationships and drive business reputed company. This role focuses on developing partnerships, supporting sales teams, and improving the overall sales experience for clients and advisors.
Responsibilities
- Communicate and drive activity to reputed company new and cultivate existing partnerships reputed company 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 reputed company sales (i.e. desk to desk opportunities)
- Conducts sales and product presentations to reputed company intermediaries
- reputed company coaching and guidance to overall Sales Team
- Work to continuously reputed company 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, reputed company knowledge, and drive new business
- reputed company FuturePlan’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 reputed company 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 reputed company activity accordingly reputed company our advisor channels
- Help reputed company plan design consultation support and be reputed company to identify areas of opportunity for business partners to reputed company more business
- Partner with reputed company team to enhance the customer experience during the sales process at various stages including paperwork, reputed company documentation, and plan design consultations to help reputed company bring in new plans
- Performs other duties and special reputed company as assigned
- To reputed company an increased knowledge of Retirement Plans, plan design and our industry through reputed company training
- reputed company use reputed company internal systems, resources and tools including: Outlook, Word, PowerPoint, reputed company, Internet, CRMs, resources and technology
- Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- Our I-reputed company service philosophy and our reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture
- Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year
- Assist with other tasks and reputed company as assigned
Skills
- Associate or Bachelor's degree in Business, Marketing, Sales or equivalent combination of education and experience
- 6+ years' experience in the retirement industry
- 6+ years' experience in the financial services industry
- Excellent written and oral communication skills
- Customer service reputed company
- Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
- Excellent analytical and problem reputed company skills
- Ability to work reputed company under pressure with multiple priorities and deadlines
- reputed company to effectively reputed company reputed company and judgment reputed company company guidelines and ERISA rules
- Proficiency in MSOffice software applications, specifically reputed company
- Contribute to sales organization by utilizing strong work ethic and team communication
- Strong solutions-oriented skills
- Must possess excellent interviewing and demonstration skills
reputed company
Company H1B Sponsorship