Internal Sales Consultant
New
A
AscensusFinancial Services
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- Minimum 3 years of experience in the retirement industry
- Required Skills
- Microsoft ExcelCRM
Requirements
- Bachelor’s degree in business or related field, or equivalent work experience.
- Minimum 3 years of experience in the retirement industry.
- Comprehensive knowledge of retirement plans, including IRS and ERISA regulations.
- Proficiency in Microsoft Office software, specifically Excel.
- Experience with CRM platforms such as Microsoft Dynamics or Salesforce.com.
- Demonstrated ability to influence decision-makers and utilize social selling concepts.
- Excellent written and oral communication skills.
- Exceptional attention to detail and analytical problem-solving skills.
- Ability to work well under pressure with multiple priorities and deadlines.
- Uninterrupted virtual workspace and internet speed of 25 Mbps or better.
Responsibilities
- Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity.
- Partner effectively with external sales counterparts to generate monthly sales results within the financial advisor and TPA network.
- Manage prospects throughout the sales cycle to ensure closed business.
- Deliver sales presentations to key advisors via phone and web.
- Develop and share proactive sales techniques to increase revenue.
- Manage all business and sales related information within a CRM.
- Mediate and resolve escalated client service issues for producers.
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