Ascensus is one of the nation’s largest independent providers of retirement, college, and healthcare savings services, supporting more than 43,000 retirement plans and nearly 3 m
Business Development Consultant
Location
Pennsylvania
Posted
6 days ago
Salary
0
Seniority
Senior
Job Description
Business Development Consultant
Ascensus
• 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 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 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. • Performs other duties and special projects as assigned. • 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. • 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. • Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. • Assist with other tasks and projects as assigned.
Job 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.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
Related Guides
Related Categories
Related Job Pages
More Business Development Rep Jobs
Business Development Manager
TreviPayTreviPay is a global financial technology company specializing in B2B payments and invoicing solutions. Offering an innovative, API-first platform, TreviPay aims to make B2B paymen
• Own and close new enterprise-level opportunities within a defined territory • Drive net-new logo acquisition through proactive outbound efforts (cold outreach, events, networking) • Lead complex sales cycles (6–12 months), partnering cross-functionally with internal stakeholders to win deals • Engage C-level decision-makers, building business cases and aligning solutions to strategic priorities • Develop and execute territory plans to build and maintain a strong pipeline • Navigate and influence large buying groups, including finance, operations, IT, and procurement • Negotiate and execute contracts to successful close
Business Development Representative
HubSpotSince launching in 2006, HubSpot has emerged as the force behind the industry-leading inbound marketing and sales platform. Among other accolades, HubSpot is al
Title: Business Development Representative - CEE region (accepting applications for future opportunities) Location: Remote from Ireland or hybrid in our Dublin office Job Description: As a Business Development Representative, you seek out and engage “good fit” companies through strategic prospecting. To do this, you will generate new interest through calls, emails, and social media messaging. When connecting with a prospect, you will learn about their business challenges to determine whether HubSpot will serve as a solution. When you have identified a qualified prospect, your goal is to concisely communicate the value of HubSpot and gain interest in a deeper conversation with an Account Executive. You will have a working relationship with 2-3 Account Executives. Each day, you will collaborate with the Account Executives you support and your fellow BDRs to develop innovative strategies for uncovering new opportunities. What are the responsibilities of a Business Development Representative? In this full-time role, you will need to: - Conduct high-volume prospecting for qualified leads (new users and potential customers) - Work closely and collaboratively with Account Executives to develop and implement appropriate prospect strategies and plans - Schedule online product demonstrations for a qualified lead whilst ensuring you meet your monthly goals - Understand the customers’ needs and challenges using sales methodologies, i.e. BANT - Carry out market research to broaden the customer base of HubSpot What are the role requirements? - The desire and commitment to be in Tech Sales - Sales/ prospecting experience and experience working in a high-growth, "scale-up" environment are not required, but are a plus - Fluency in English any East or Central European language - A sharp focus on your goals and a strong approach to achieving them - The ability to deal with and address objections, and be open to being coached - Strong organisational and time management skills - Passion for helping businesses grow and curiosity about the tech industry What's in it for you? - Hybrid working policy that suits your working preferences - Amazing colleagues to learn from, and having a mentor you can turn to - Interactive employee training and a month-long onboarding experience to help you get started - A clear career path with regular promotion tracks - An education allowance up to €4,250 per year and a free books program so you can keep on learning - Flexible paid vacation days on top of your annual 25 days paid time off - Mental health coaching and sessions (Modern Health app) and other health benefits, ie Life Assurance, long term illness cover, fitness reimbursement of up to €250 Please note: This is a role that we hire on an ongoing basis throughout the year. If you choose to apply for this role, your information will be reviewed by our recruiting team and we will reach out to you if your background matches an opening at this time or in the future. We know the confidence gap and impostor syndrome can get in the way of meeting spectacular candidates, so please don’t hesitate to apply — we’d love to hear from you. If you need accommodations or assistance due to a disability, please reach out to us using this form. At HubSpot, we value both flexibility and connection. Whether you’re a Remote employee or work from the Office, we want you to start your journey here by building strong connections with your team and peers. If you are joining our Engineering team, you will be required to attend a regional HubSpot office for in-person onboarding. If you join our broader Product team, you’ll also attend other in-person events, such as your Product Group Summit and other gatherings, to continue building on those connections. If you require an accommodation due to travel limitations or other reasons, please inform your recruiter during the hiring process. We are committed to supporting candidates who may need alternative arrangements Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. About HubSpot HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service. HubSpot's connected platform enables businesses to grow faster by focusing on what matters most: customers. At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow. We’re building a company where people can do their best work. We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world. Explore more: - HubSpot Careers - Life at HubSpot on Instagram HubSpot may use AI to help screen or assess candidates, but all hiring decisions are always human. More information can be found here. By submitting your application, you agree that HubSpot may collect your personal data for recruiting, global organization planning, and related purposes. We may use CLEAR ID Verification during the hiring process to confirm your identity and help maintain a safe, secure, and trusted experience for all candidates. Refer to HubSpot's Recruiting Privacy Notice for details on data processing and your rights.
Business Development Manager – Federal
SHI International Corp.Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $16 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next. Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S. Continuous professional growth and leadership opportunities. Health, wellness, and financial benefits to offer peace of mind to you and your family. World-class facilities and the technology you need to thrive – in our offices or yours.
• The Federal Business Development Manager coordinates strategically and tactically with federal growth strategies for current contracts. • Execute strategies and tactics by quarter to deliver a qualified pipeline of contract opportunities with pursuit and win plans for each. • Collaborate with Federal Sales teams, Proposal Writing teams, Compliance teams, Consultants, and Federal Business Development team to create and maintain Capture Plans. • Develop, maintain, and advance relationships with Partners and Contract holders that align with target areas.
Title: Business Development Representative (BDR) Location: Remote Job Description: About Us Join Hypersonix, the premier AI-driven platform revolutionizing eCommerce and retail profitability. In an industry where 70% of businesses struggle with stagnation, escalating costs, and unpredictable risks, Hypersonix provides real-time, actionable intelligence powered by its proprietary Commerce Large Language Model. We equip businesses with AI-driven insights to optimize sales, competition analysis, and demand forecasting—seamlessly integrating with major eCommerce, ERP, and financial platforms. Hypersonix enables businesses to identify risks and opportunities faster, ensuring sustainable, profitable growth. Our mission? To help retailers not just survive but thrive. Be part of a team that’s reshaping the future of commerce with cutting-edge AI. Join us and make an impact! Job Description This position is responsible for the creation of new Hypersonix customers and establishing positive relationships with potential customers to achieve sales targets. The job includes active sales prospecting/hunting, lead cultivation, qualifying prospective new clients, arranging for software demonstrations to validate our fit, and coordinating with other experts on the team including product specialists, and management to win business. Primarily an inside sales role, this position plays a critical part in expanding Hypersonix’s market presence, particularly among medium and large-sized businesses (SMBs) within our target industries, including retail, restaurants, eCommerce, and hospitality. Your Responsibilities - Proactively identify, prospect, and qualify new business opportunities to drive sales growth. - Represent Hypersonix’s products and services, leveraging in-depth knowledge and market insights to demonstrate how our solutions address customer needs. - Refine and optimize the company’s lead-generation strategies by identifying best practices. - Implement annual sales and client account plans to meet revenue and relationship goals, as guided by the VP of Sales. - Build and maintain strong, positive relationships with key customers to drive new and ongoing business opportunities. - Stay informed on market trends, competitor activities, and customer challenges, providing strategic recommendations based on industry insights. - Accurately manage customer records, sales forecasts, expense plans, budgets, and other relevant data. - Develop and review sales proposals, ROI analyses, professional service estimates, and invoices. - Collaborate closely with cross-functional teams, including Development and Finance, to ensure both customer and company objectives are met. - Effectively utilize a sales development platform to execute outreach through calls, emails, and social engagement. What we're looking for - Proven sales experience in the retail, restaurant, hospitality, and eCommerce industries. - A strong track record of success in software or SaaS sales. - Highly motivated, persistent, and goal-driven in acquiring and closing targeted clients. - Proficiency in Salesforce or other CRM platforms. - Ability to independently drive strategic sales opportunities and contribute to business growth. - Familiarity with Salesforce and Microsoft Office is preferred. - Bachelor’s degree (or equivalent) or at least 5+ years of relevant experience. - Willingness to travel as needed. - This will be a remote job


