Internal Sales Defined Contribution Associate

Internal Sales Defined Contribution Associate

Requirements

• Bachelor’s degree required
• 4 years’ minimum experience in financial services industry (relevant industry experience will be evaluated when determining level)
• Prior experience working with defined contribution, bank platforms, RIAs or private wealth clients is strongly preferred
• Prior knowledge/work experience in alternative investments and/or guaranteed income preferred
• Working knowledge of CRM, preferably Salesforce
• Strong organization skills
• Ability to communicate effectively both verbally and in written form; proven ability to drive tangible commercial outcomes
• Must work effectively with other groups in the organization and collaborate as necessary
• Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
• Discretion and ability to handle confidential, sensitive information
• Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint
• Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Responsibilities

• Support field sales professionals in assigned channel throughout fundraising and prospecting process
• Contribute to fundraising goals for the channel by managing, enhancing, developing new relationships with clients
• Develop strong knowledge of retirement landscape and client/prospect base within assigned channel
• Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
• Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
• Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Senior Leadership and/or individual members of sales
• Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
• Assist in segmenting prospects and clients in order of interest/priority
• Liaise with 3rd party distribution partners to ensure seamless coordination and execution of all sales and marketing efforts
• Support the Defined Contribution sales leads and Apollo strategy to continuously define the firm’s strategic approach to market
• Support the Defined Contribution sales leads to develop content to educate external/internal stakeholders
• Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
• Support the updating of Customer Relationship Management database (CRM) for territory
• Support the weekly updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
• Assist in the coordination and organization of group events

Preferred Qualifications

• Prior knowledge/work experience in alternative investments and/or guaranteed income preferred