Internal Sales Consultant
Location
Florida + 1 moreAll locations: Florida | Pennsylvania
Posted
112 days ago
Salary
0
Seniority
Senior
Job Description
Internal Sales Consultant
Ascensus
• 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 book of business in the financial advisor channel and/or 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 book of business travel rotation • Assist in the development of assigned business plans • Identify ways to attract and retain new clients • Manage all business and sales related information within CRM • Work and thrive independently with little to no supervision • Periodic travel as needed • 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.
Job Requirements
- Bachelor’s degree in business or related field or equivalent work experience
- Minimum 3 years of 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 – (e.g., 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.
Benefits
- Health insurance
- Paid time off
- Professional development opportunities
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