Originate new retirement plan consulting business, build prospect pipelines, conduct outreach, and partner on sales presentations and proposals. Lead assigned 401(k), 403(b), and pension client accounts through fiduciary governance, investment reviews, plan optimization, audits, and ERISA compliance. Grow client relationships through cross-selling and referrals while meeting new-business, retention, and satisfaction goals.

Generates qualified first meetings for retirement plan consultants through high-volume phone, email, and LinkedIn prospecting. Builds targeted prospect lists using plan data, sets and confirms appointments, prepares meeting briefs, manages long-cycle follow-up, develops networking channels, and maintains accurate Salesforce and Asana pipeline records. Success is measured by outreach volume, qualified meetings held, ramp progress, and reporting accuracy.