Senior Business Consultant

About ESOP Partners, Inc.

ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.

We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:

• Seek to Understand – We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.


• Manage Expectations – We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.


• Collaborate – We work together through constructive discussion and teamwork to achieve win-win outcomes.


• Get Things Done – We prioritize, organize, and execute efficiently to deliver accurate and timely results.


• Practice Professional Skepticism – We apply a questioning mindset to objectively analyze information for quality and accuracy.


• Exhibit Mental Strength – We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

Position Summary

The Senior Business Development Consultant is responsible for supporting the company’s sales goals through consultative sales techniques and great customer service, maintaining quality relations with existing accounts, and obtaining new business clients.

Essential Duties and Responsibilities

• Proactively builds and maintains referral based relationships with business advisors inside and outside of the ESOP industry.


• Educates potential clients on financial and tax implications of Employee Ownership.


• Develops maximum sales potential through competitive consultative sales techniques and knowledge of the company’s products and services as well as the competition’s strengths and weaknesses.


• Builds and maintains quality relations with existing assigned accounts and increases account base and volume of sales on a consistent basis.


• Contacts customers via telephone, email correspondence, social media, or in person by traveling as frequently as necessary to meet and surpass profitable sales goals for the company.


• Utilizes company leads to expand current client base and follows up on all leads promptly.


• Assesses quality of offerings and identifies additional value-added services for prospects and current clients.


• Creates customized proposals to meet specific client requirements in an efficient manner.


• Stays abreast of market conditions regarding products, product updates, service offerings, and new technologies through available resources.


• Offers suggestions on marketing techniques to increase ESOP Partners awareness.


• Maintains updated, organized files and CRM notes on all accounts.


• Completes and submits weekly sales reports on account activity, outstanding proposals, proposals secured, and proposals lost with complete documentation.


• Accountable to present an annual sales budget to management for approval. An established approval process will be followed should the budget need to be adjusted throughout the year.


• Assist in the collection of aging account balances; commissions will only be paid on revenue collected on client balances.


• Ability to understand and analyze financial statements.