Internal Sales Consultant (Retirement Sales) Remote Opportunities Available! at Ascensus in St. Croix, Virgin Islands
Posted in Other 30+ days ago.
Job Description:
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Section 1: Position Summary
The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing and maintaining selling relationships in the broker-dealer community within their assigned territory. The successful candidate will drive revenue growth and acceleration within their assigned regions and proactively seek out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.
Section 2: Job Functions, Essential Duties and Responsibilities
The successful candidate is expected to:
- Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity.
- Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network
- Manage prospects throughout the sales cycle, resulting in closed business.
- Develop and strengthen relationships with key advisors and centers of influence.
- Deliver sales presentations to key advisors primarily via phone and web presentations.
- Schedule meetings for External partner(s) with key prospects and producers.
- Develop and share proactive sales techniques that lead to increased revenue.
- Professionally represent Ascensus at conferences and educational forums.
- Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services.
- Be able to delegate and provide direction to team Sales Associates.
- Mediate and resolve escalated client service issues when necessary for producers.
- Assist in the creation and management of the territory travel rotation.
- Assist in the development of territory business plans.
- Identify ways to attract and retain new clients.
- Manage all business and sales related information within CRM - Microsoft Dynamics
- Work and thrive independently with little to no supervision
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor's degree in business or related field or equivalent work experience
- 1-3 years' experience in the retirement industry
- Excellent written and oral communication skills
- Demonstrated ability to influence decision makers
- Demonstrated understanding of social selling concepts and practices
- Excellent presentation skills
- Exceptional attention to detail
- Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
- Excellent analytical and problem resolution skills
- Ability to work well under pressure with multiple priorities and deadlines
- Able to effectively render sound advice and judgment within company guidelines and ERISA rules
- Proficiency in MSOffice software applications, specifically Excel
- Experience with CRM - Microsoft Dynamics and/or Salesforce.com
- Ability to manage pipeline information and reports, data, and insights of a sales territory
- Proven ability to generate revenue and drive sales growth
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").