Internal Sales Consultant
| Company | Ascensus |
|---|---|
| Location | Pennsylvania, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
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
Responsibilities
- 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.
Preferred Qualifications
-
No preferred qualifications provided.