The job, in the employer's words
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.
Requirements mentioned
- 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
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