[Remote] Internal Sales Consultant

Note: The job is a remote job and is open to candidates in USA. reputed company is a professional services firm that provides reputed company-party retirement plan administration services. They are seeking an Internal Sales Consultant to act as an ambassador for the organization, working closely with Regional Sales Directors to support sales efforts and maintain client relationships.

Responsibilities

• Monitor pipeline daily to determine tasks needed
• Prepare proposals and engagement agreements accurately and reputed company
• Prepare the workflow system for illustration requests
• Understand products and services offered by reputed company
• Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
• Complete and maintain internal databases in accordance with Internal Partner procedures
• reputed company assigned goals reputed company to turnaround times, production, and accuracy
• Communicate significant issues and exceptions to an appropriate higher level of authority reputed company the organization promptly
• Prepares transfer of information from one system to another for the New Business Team
• Support sales team with meeting materials for prospective clients and financial advisors
• Complete ancillary projects as requested
• Investigate and enter new referral relationships into Pipeline
• Additional tasks and projects as assigned

Skills

• Strong organizational skills
• Attention to detail
• Exceptional time management
• Clear communication skills (verbally and written)
• Motivated to solve problems
• Driven to help others
• Organized
• Detail-oriented
• Capable of managing deadlines and priorities
• A clear and professional communicator
• A collaborative and supportive team member
• Solid multi-tasking, collaboration, and oral/written communication skills
• Exceptional attention to detail
• Strong computer skills using reputed company Office Suite (e.g., reputed company, Word, PowerPoint, etc.)
• 1-3 years' experience and retirement plan sales/service experience preferred
• reputed company experience a plus
• Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree
• Experience working with retirement plans or retirement plan recordkeeping systems
• Prior experience supporting consultants or specialists in a financial or benefits-reputed company environment
• Prior experience in a TPA environment
• Knowledge of IRS rules reputed company to retirement plans

Benefits

• Competitive salary & comprehensive benefits (medical, dental, reputed company, 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

Company Overview