Internal Sales Consultant
| Company | Ascensus |
|---|---|
| Location | Horsham, PA, USA, Pennsylvania, USA, Greensboro, NC, USA, Lake Mary, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree or equivalent experience
- Minimum 5 years of experience in the retirement plan industry
- Proven successful sales experience of retirement plan recordkeeping and administrative services
- Ability to operate effectively in a fast-paced, unsupervised environment
- Strong, in-depth ERISA and retirement plan knowledge
- Excellent written and oral communication skills
Responsibilities
- Help to identify and qualify institutional prospects
- Partner with Institutional Business Development, Corporate Development and Marketing to develop lists of appropriate prospects
- Perform and outline detailed research on institutional prospects
- Ability to learn multiple platform/product solutions
- Collaborate with the institutional marketing team to promote selective and full outsourcing capabilities
- Assist Institutional Business Development to track and report on sales and marketing activities
- Coordinate and assist with responses to RFPs and SDRs as needed
- Collaborate with internal resources to track and report on institutional business across business lines
- Team-oriented, collaborative approach including partnering with executive leadership
- Develop trusted relationships internally and externally
- Attend company and industry conferences
- Understand marketplace trends, ensure Ascensus is appropriately positioned
- Strong knowledge of key competitors
- Strong Excel and PowerPoint skills
- Driven to win: pro-active and self-motivated
- Remain current on industry, technical and product knowledge
- Complete management reports, expense reports and other special tasks as requested
- Support and partner with the operations and product leaders to empower efficient processes to develop and deliver exceptional products and partner solutions
- 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 partners.
- Embody Ascensus Core Values of People Matter, Quality First and Integrity Always® on a day-to-day basis
Preferred Qualifications
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No preferred qualifications provided.