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Futureplan Jobs (NOW HIRING)

ASCENSUS

Business Development Consultant

Boston, MA

$65 - $75K/hr

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 ...

ASCENSUS

Business Development Consultant

Dallas, TX

$65 - $75K/hr

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 ...

ASCENSUS

Business Development Consultant

Dresher, PA

$65 - $75K/hr

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 ...

ASCENSUS

Business Development Consultant

Chicago, IL

$65 - $75K/hr

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 ...

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Futureplan information

What are some 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 and what does the role involve?

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, and why are they important?

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.

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 69% Physical, 2% Hybrid, and 29% Remote job distribution.
VP, Sales Consultant - Hartford Territory (Retirement Industry)

VP, Sales Consultant - Hartford Territory (Retirement Industry)

ASCENSUS

Hartford, CT

Full-time

Posted 21 days ago

Ascensus rating

8.5

Company rating: 8.5 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

27th of 148 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 Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Strong, in-depth ERISA and plan design knowledge
  • Ability to discuss industry trends with Financial Advisors
  • Ability to learn multiple platform/product solutions; assist Financial Advisors with a "needs analysis" to ensure the appropriate solution
  • Strong knowledge of key competitors with the ability to highlight our competitive advantages
  • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
  • Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness
  • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
  • Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall "cost" of services to Financial Advisors and Employers
  • Assist existing employers and Financial Advisors in the retention of current business (as needed)
  • Excellent written and oral communication skills
  • Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
  • Assist with other tasks and projects as assigned
  • 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.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • A minimum of 7 years' experience in the retirement plan industry or 3-5 years' experience in a business development role in the retirement plan industry.
  • Proven successful sales experience of retirement administrative services
  • Overnight travel is required
  • Superior time management skills required
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Proficient in PC, CRM and web applications.

We are proud to be an Equal Opportunity Employer

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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