FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan 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 FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.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 FuturePlan’s full suite of products and services. This role is critical to enhancing the overall sales experience, strengthening partner loyalty, and positioning FuturePlan as a preferred provider in the retirement services marketplace.
Section 2: Key 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 FuturePlan 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 FuturePlan’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.
The national average salary range for this role is $65-$75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
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.
Skills Required
- Associate or Bachelor's degree in Business, Marketing, Sales or equivalent
- 6+ years' experience in the retirement industry
- 6+ years' experience in the financial services industry
- Excellent written and oral communication skills
- Comprehensive knowledge of retirement plans, IRS and ERISA regulations
- Proficiency in MS Office software applications, specifically Excel
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
