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Futureplan Jobs (NOW HIRING)

ASCENSUS

Business Development Consultant

Boston, MA · On-site

$90K - $125K/yr

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 ...

ASCENSUS

Business Development Consultant

Dallas, TX · On-site

$90K - $125K/yr

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 ...

ASCENSUS

Business Development Consultant

Dresher, PA · On-site

$90K - $125K/yr

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 ...

ASCENSUS

Business Development Consultant

Chicago, IL

$90K - $125K/yr

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 ...

ASCENSUS

Business Development Consultant

Philadelphia, PA · On-site

$90K - $125K/yr

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 ...

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Futureplan information

What are common challenges faced by professionals working in a FuturePlan retirement plan services role, and how can they be managed?

Professionals in FuturePlan roles often navigate complex retirement plan regulations and must ensure meticulous attention to detail when administering various plan types for clients. Balancing multiple client accounts and deadlines can be demanding, requiring strong organizational skills and the ability to adapt to regulatory changes quickly. Effective communication with clients, financial advisors, and internal teams is essential for resolving plan issues and delivering high-quality service. Leveraging ongoing training and technology tools offered by FuturePlan can help manage these challenges and support professional growth.

What is a FuturePlan?

FuturePlan is a national retirement services provider that offers solutions for retirement plan design, administration, and compliance. Professionals working at FuturePlan, such as retirement plan consultants or administrators, help businesses set up and manage retirement plans like 401(k)s and pension plans. Their role typically involves working with clients to ensure their plans comply with legal regulations, assisting with plan design, and providing guidance on plan operations. They also help with employee education and support employers through the complexities of retirement plan administration.

What are the key skills and qualifications needed to thrive as a FuturePlan specialist?

To thrive as a Futureplan Specialist (Retirement Plan Consultant), you need expertise in retirement plan design, compliance, and administration, typically supported by a background in finance, accounting, or a related field. Familiarity with recordkeeping systems, compliance software, and certifications like QKA or ASPPA are often required. Strong analytical thinking, attention to detail, and effective client communication differentiate top performers in this role. These skills ensure accurate plan management, regulatory compliance, and high-quality client support in a specialized financial services environment.

What is the difference between Futureplan vs Financial Advisor?

AspectFutureplanFinancial Advisor
Required CredentialsTypically requires certification in financial planning or related fieldsRequires certifications like CFP, CFA, or equivalent
Work EnvironmentOften works in financial planning firms, banks, or independentlyWorks in financial institutions, advisory firms, or independently
Industry UsageCommonly used in personal financial planning and retirement planningUsed broadly in investment, estate, and retirement planning

Futureplan and Financial Advisor roles share similar credentials and work environments, focusing on helping clients manage finances. However, Futureplan often emphasizes retirement and estate planning, while Financial Advisors may cover a broader range of financial services. Both roles are essential in the financial industry and frequently searched together by clients seeking comprehensive financial guidance.

What does Futureplan do?

Futureplan is a financial services company that specializes in retirement planning and employee benefit solutions. It provides consulting, recordkeeping, and investment management services to help organizations manage their retirement plans effectively.
More about Futureplan jobs
What cities are hiring for Futureplan jobs? Cities with the most Futureplan job openings:
What states have the most Futureplan jobs? States with the most job openings for Futureplan jobs include:
What job categories do people searching Futureplan jobs look for? The top searched job categories for Futureplan jobs are:
Futureplan jobs near you
Infographic showing various Futureplan job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 73% Physical, and 27% Remote job distribution.

Business Development Consultant

ASCENSUS

Boston, MA • On-site

$90K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 29 days ago

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

46th of 150 rated financial services

Job description

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.

Total compensation is targeted between $90,000-$125,000. See breakdown below.

The average salary range for this role is$65,000-$75,000 in base pay. 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.

This Business Development Consultant is eligible for a commission and/or performance incentive. The commission variable targets between $25,000-$50,000.

Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visitcareers.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.

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