Job Description

Job Description

Job Description

Description:

New Business Consultant

Maple Grove, MN • 401(k) and Pension

Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

That’s Where You Come in as a New Business Consultant

As a New Business Consultant, you’ll be an ambassador of Blue Ridge Associates to welcome and onboard new clients. You will work closely with client partners and trusted advisors to successfully coordinate the onboarding process, partner with the Sales team to build strong relationships with our partners, and ensure exceptional and timely service every step of the way.

Job Overview:
A New Business Consultant is primarily responsible for supporting the sales department and onboarding new clients. This position reports to our Director of Client Experience. Excellent customer service, an ability to complete workload in a timely manner, sales and marketing skills, and a commitment to professional development are critical aspects to success in this position.

Your Responsibilities Include:

Sales Support, Client Onboarding, and Plan Conversions:

• Reach out to new clients and referral sources to welcome them to Blue Ridge
• Gather necessary information to set up the new clients on Blue Ridge systems
• Coordinate onboarding process with investment companies and referral sources
• Prepare service agreements for prospective clients and referral sources
• Assist in developing new referral sources and maintain strong relationships with existing referral sources (advisors, CPAs, etc.)
• Networking and relationship development with referral partners (investment company wholesalers, DCIO wholesalers, etc.)
• Be an advocate for Blue Ridge in all interactions

Customer Service and Consulting:

• Coordinate and implement investment company conversions for existing clients
• Continue to be a resource to clients and Blue Ridge staff on sold business
• Stay abreast of the latest retirement plan rules and regulations (research topics, attend webcasts, department meetings, pursue credentials, continuing education, etc.)

Business Development:

• Identify opportunities for improvements to our company
• Participate in working groups to enhance Blue Ridge’s work product and internal processes
• Help other Blue Ridge employees when needed
• Maintain Blue Ridge’s tools, TSCNet, etc.
• Affect changes that benefit Blue Ridge

Perform other tasks and projects assigned

What We’re Looking for in a New Business Consultant

We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.

Requirements:

• 2+ years of direct 401(k) plan administration or onboarding experience
• Must be within driving distance of Maple Grove, MN
• Ability to provide excellent customer service
• Skilled in sales and marketing
• Ability to manage workloads
• Enthusiasm for learning and professional development
• Excellent organizational skills
• Strong attention to detail

Why You’ll Love Working Here as a New Business Consultant

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:

• Precision – Accurate records, timely and error-free service
• Efficacy – Ensuring compliance and guiding clients toward retirement readiness
• Advocacy – Supporting regulatory changes that benefit employers and employees
• Collaboration – Trusted partners to clients, advisors, and teammates
• Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference!

Equal Opportunity Employer
Must be authorized to work in the US

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