Business Development Consultant, FuturePlan

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 Future Plan. com.

Section 1: Position Summary

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.

The BDC serves as a trusted consultant to partners, applying industry expertise and ongoing learning to deliver tailored, client-specific solutions leveraging Future Plan’s full suite of products and services.

This role is critical to enhancing the overall sales experience, strengthening partner loyalty, and positioning Future Plan as a preferred provider in the retirement services marketplace.

• Section 2: Job Functions, Essential Duties and Responsibilities
• Relationship Management & Territory Execution
• 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.
• Sales Support, Opportunity Creation & Operations
• 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.
• Consultative Solutions
• Provide expert guidance on plan design and retirement solutions.
• Deliver customized, client-specific recommendations leveraging Future Plan’s capabilities.
• Engagement & Market Development
• Conduct presentations and support industry events to drive engagement and brand presence.
• Educate partners to enhance their ability to win and retain business.
• Performance & Continuous Improvement
• Monitor territory performance and align activity to sales goals.
• Maintain industry and product knowledge through ongoing learning.
• Collaboration & Compliance
• Partner with internal teams to ensure a seamless client experience.
• Uphold data security standards and demonstrate company values in all interactions.
• Other duties as assigned.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®.

They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

• Supervision
• N/A
• Section 3: Experience, Skills, Knowledge Requirements
• 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 focused
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem resolution skills
• Ability to work well under pressure with multiple priorities and deadlines
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules
• Proficiency in MSOffice software applications, specifically Excel
• Contribute to sales organization by utilizing strong work ethic and team communication.
• Strong solutions-oriented skills.
• Must possess excellent interviewing and demonstration skills.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours.

Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use.

If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.

If you are unsure of your internet speed, please check with your service provider.

Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router.

Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud.

All email communications from Ascensus or its hiring managers originate from @ascensus. com or @futureplan. com email addresses.

We will never ask you for payment or require you to purchase any equipment.

If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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