AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength.
Internal Sales Consultant, TPA Solutions
Location
California + 1 moreAll locations: California | Colorado
Posted
4 days ago
Salary
0
Seniority
Junior
Job Description
Internal Sales Consultant, TPA Solutions
Ascensus
• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities. • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • Help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant. • Helping in proactive communication and raising awareness throughout all aspects of the sales and relationship lifecycle. • Help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • Help create and facilitate the delivery of proposals to required parties. • Help update and manage the sales lifecycle of the business pipeline. • Help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Perform other duties and special projects as assigned.
Job Requirements
- Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
- 1-3 years’ experience in the retirement industry
- 1-3 years’ experience in the financial services industry
- Excellent written and oral communication skills
- Customer service focused
- 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
- Strong solutions-oriented skills.
- Must possess excellent interviewing and demonstration skills.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Related Guides
Related Categories
Related Job Pages
More Solutions Engineer Jobs
Senior Solutions Architect
ElasticSelf-described as the leading platform for search-powered solutions, Elastic helps organizations, their customers, and their employees find what they need faste
Role Description Are you looking to make a real impact and play a meaningful role in the growth of our company? As a Senior Solutions Architect (SA) at Elastic you will serve as a technical authority and trusted advisor to our sales team, the customer, partners and community. You will understand and solve our customer’s business issues with the Elastic Stack, engage the regional Elastic community through events and programs, and enable sales through our Partners. A successful SA at Elastic will be focused on excellence; taking the initiative to improve both themselves and the team through continuous learning and questioning the status quo. This role is working within some of our biggest clients within the enterprise sector. What You Will Be Doing: - Serving as the technical point of contact for some of our biggest clients within the Enterprise Sector. - Developing a deep understanding of customers’ goals and objectives, and articulating how our offerings address their needs. - Creating and owning value based relationships at all levels in customer organizations. - Actively participating in all phases of planning and execution for your territory, from initial discovery to the technical win. - Developing and maintaining a deep understanding of the Elastic products and solutions to demonstrate the value of our offerings in sales meetings, and at events such as meetups and conferences. - Advising the sales team on effective ways of positioning Elastic products, solutions and services. - Onboarding, educating and enabling our partners, and supporting them in sales cycles. - Creating collateral, contributing to programs and collaborating with other Elasticians to meet individual client needs. - Being the voice of the customer and community to communicate needs, gaps, and enhancements to our engineering and leadership teams. - Deepening both your sales and technical skills through self-driven education while taking advantage of all the professional development opportunities provided by Elastic. Qualifications - Min 4 years of success in a technical presales role. - Experience in at least one of those technologies/solutions is a must: enterprise search, observability or cybersecurity. - Experience with cybersecurity or observability is a strong advantage. - Experience working within the Enterprise sector, and having the understanding to stay competitive and successfully navigate the sector's unique challenges. - A demonstrable ability to articulate and sell the benefits of modern platforms, software and technologies. - A real passion for being curious and a continuous learner. - A history of successful customer relations where you developed an understanding of what made a difference, and devised architectures that helped meet a goal, tackle a problem, or outpace competitors. - An ability to influence. - The ability to inspire groups, both large and small. - A willingness to travel 30% within a region, as well as occasionally internationally. - Fluent in English (business level). Requirements - Compensation for this role is in the form of base salary. This role does not have a variable compensation component. - The typical starting salary range for this role is: €100.900 — €159.600 EUR. Benefits - Competitive pay based on the work you do here and not your previous salary. - Health coverage for you and your family in many locations. - Ability to craft your calendar with flexible locations and schedules for many roles. - Generous number of vacation days each year. - Increase your impact - We match up to $2000 (or local currency equivalent) for financial donations and service. - Up to 40 hours each year to use toward volunteer projects you love. - Embracing parenthood with minimum of 16 weeks of parental leave.
Solutions Engineer - East Coast
ClouderaAt Cloudera, we believe that data can make what is impossible today, possible tomorrow.
Business Area: Sales Engineering Seniority Level: Mid-Senior level Job Description: At Cloudera, we empower people to transform complex data into clear and actionable insights. With as much data under management as the hyperscalers, we're the preferred data partner for the top companies in almost every industry. Powered by the relentless innovation of the open source community, Cloudera advances digital transformation for the world’s largest enterprises. As the world generates even more volumes of data, from any device or thing, companies are discovering the need to gain immediate insights from their data by studying recurring trends and patterns over time, and staying competitive by implementing predictive actions for their business that will yield positive outcomes. Cloudera’s CDP Platform enables customers to harness those volumes of increasingly valuable data by securely hosting data lakes and efficiently managing data analytics & computing workloads between public clouds and private cloud solutions in data centers. As a Cloudera Solutions Engineer, you will drive the technical pre-sales motion in close partnership with Account Executives to win deals and build lasting customer relationships. Working alongside sales teams, you will partner directly with prospective customers to run deep discovery and unpack their business drivers, pain points, and technical goals. You will leverage your solution design skills to demonstrate how the CDP platform solves their challenges, delivering tailored solution designs, impactful demos, and proof-of-concepts that showcase the measurable value of Cloudera's solutions. As the Solutions Engineer you will: - Serve as a trusted technical advisor throughout the pre-sales lifecycle, leading technical discovery, custom solution design, and interactive demos to translate customer pain points into high-value business outcomes. - Create and deliver customer-centric solution designs, proposed architectures and business outcomes to all levels – developers, architects, CTO, and CIO - Advise customers on use case patterns through discovery and requirements workshops - Work with teammates and management to define technical selling strategy - Work with cross-functional teams including Sales, Marketing, Product Management, Services, Support, Training, and Engineering to share Cloudera’s Vision with customers - Transform customer feedback into actionable product roadmap items - Champion and drive adoption of key open-source data ecosystems, including Spark, Iceberg, Open Data Lakehouse architectures, AI, and streaming platforms (NiFi, Kafka, Flink). - Participate within the Cloudera community, share evangelism activities (blogs, meetups, industry events), and contribute to internal and external knowledge repositories We’re excited about you if you have: (Minimum Qualifications): - 5+ years of professional work experience in a pre-sales customer facing role (Solutions Engineer, Sales Engineer, technical consultant, Solutions Architecture or similar position) acting as a co-seller selling solutions to business leaders and technical champions in the enterprise. - Demonstrated experience conducting technical discovery, whiteboarding proposed solutions, running demos, and building technical proof of concepts to drive clear business outcomes. - You have experience with public cloud infrastructures (AWS, Azure, GCP, IBM Cloud, etc.) You have an interest in achieving your public cloud certification. - You have experience with the Apache Hadoop ecosystem (HDFS, YARN) and related components (Spark, Hive, Impala, Kudu, Solr, etc.) and can talk to the benefits of a centralized architecture for both data management and data access - You have some experience of the formation of Data Lakes, principles of Data Warehousing, SQL and relational database patterns, and application integration - You may have experience with Data Flow, Queues and Stream Processing (Nifi, Kafka, Flink, Spark) in enterprise applications - You have some basic software development experience in Java, Scala or Python - You have some knowledge of differentiators across the competitive landscape - You have an interest in Data Science and understand the difference between Data Engineering and Applied Science - You have demonstrated problem solving and analytical skills. - You care about your colleagues, and you will get the job done together. You are passionate about what you do and inspire people around you - Bachelor’s Degree or equivalent experience in a Technical Field You may also have: (Preferred Qualifications): - You have experience with the Linux OS and bare metal, VM, and distributed container platforms Kubernetes or OpenShift. You may have some experience with specific private cloud infrastructures (Server Hardware, Storage, Networking). - You understand the challenges in operations and integration of enterprise platforms for Security and Data Governance in the enterprise - Enterprise Data Warehouse (EDW) experience – Teradata, Netezza, GreenPlum, Exadata. - NoSQL or Operational-DB experience (HBase, Phoenix, Accumlo, Druid, Cassandra, MongoDB, etc.) Maybe you can even debate one option over another? - Integration Products experience (Talend, DataStage, Informatica BDM, Qlik, Tableau, Zoomdata, Tibco, MuleSoft, IBM, Oracle, Spring Integration, etc.) - Data Science and ML experience – (R, Python, Anaconda, Jupyter, Deep Learning Frameworks etc.) - Experience with, and interest in, open-source software and development practices The right person in this role has an opportunity to make a huge impact at Cloudera and add value to our future decisions. If this position has piqued your interest and you have what we described - we invite you apply! An adventure in data awaits. This role is not eligible for immigration sponsorship. The anticipated annual base salary range for this position is: Massachusetts: $150,000 - $180,000 New York: $150,000 - $180,000 Connecticut: $150,000 - $180,000 Individual compensation within the published range is determined by the candidate's skills, experience, qualifications, and primary work location. In addition to base pay, sales roles are eligible for Cloudera's commission plan, while non-sales roles are eligible for the corporate incentive plan. All employees receive a comprehensive benefits package What you can expect from us: - Generous PTO Policy - Support work life balance with Unplugged Days - Flexible WFH Policy - Mental & Physical Wellness programs - Phone and Internet Reimbursement program - Access to Continued Career Development - Comprehensive Benefits and Competitive Packages - Paid Volunteer Time - Employee Resource Groups EEO/VEVRAA #LI-Remote #LI-MH2
Solutions Architect (Core Banking) (Warsaw/Hybrid)
CapcoCapco, a Wipro company, is a management & technology consultancy dedicated to the financial services & energy industries
Solutions Architect (Core Banking)About Us At Capco, we specialize in management consulting and technology transformation for the financial services industry. We combine innovative thinking with deep industry expertise to help our clients navigate complex change, deliver meaningful outcomes, and build future-ready organizations. Our culture is entrepreneurial, collaborative, and inclusive. We empower our people to challenge the status quo, take ownership, and make an impact from day one. Role Overview We are looking for a Solutions Architect with experience in core banking systems and modern application development. Scope of Services - Design and implement scalable solutions for core banking platforms. - Collaborate with business stakeholders and technical teams to define solution architecture. - Create technical designs aligned with business and technical requirements. - Provide architectural guidance and recommendations on best practices and technology choices. - Support system integration, performance optimization, and security initiatives. - Contribute to solution delivery throughout the project lifecycle. Required Experience - Proven experience delivering solution architecture for enterprise applications. - Strong knowledge of core banking systems and banking processes. - Hands-on experience with React, Rust, and PostgreSQL. - Understanding of microservices, REST APIs, and cloud-native architectures. - Strong analytical, problem-solving, and communication skills. - Experience collaborating within Agile delivery teams. Nice to Have - Experience with Kubernetes, Docker, or cloud platforms (AWS, Azure, or GCP). - Knowledge of event-driven architectures and messaging technologies. - Experience with CI/CD pipelines and DevOps practices. Recruitment Process - HR Interview - Technical Interview - Client Interview - Feedback and Offer We offer a flexible collaboration model based on a B2B contract, with the opportunity to deliver projects across a variety of initiatives within the financial services sector.
• You develop innovative, holistic solution concepts that intelligently combine customer experience, transformation, and the application of AI technologies. • You analyze customer requirements and processes to identify optimization potential and convert these into compelling proposals and tender documents. • Together with interdisciplinary teams, you design future-oriented service and transformation models tailored precisely to individual customer needs. • You coordinate collaboration with business units, partners, and cross-functional teams to integrate all content into a coherent overall solution. • You present complex concepts in clearly structured, visually appealing presentations. • You keep a constant eye on current market and technology trends and proactively contribute new ideas. • In addition, you take responsibility for the methodological development of our solution-design approaches and actively work on the continuous optimization of our delivery models and best practices.




