Responsibilities

• Manage and qualify inbound retirement plan leads from marketing, partnerships, and referrals
• Engage financial advisors, consultants, and referral partners to understand business needs
• Build and maintain a pipeline of qualified opportunities with timely follow-up
• Partner with field sales and National Accounts teams to transition opportunities
• Support advisor meetings, proposals, and presentations
• Educate advisors on retirement plan design, compliance, 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

Requirements

• 2–5 years of experience in financial services, sales, business development, or client relationship management
• Experience working with CRM platforms and sales tools
• Strong proficiency in Microsoft Of...