Internal Sales Consultant

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Identify and nurture new business opportunities via calls, email campaigns, referrals, and social media platforms.

• Collaborate with external sales counterparts to generate monthly sales outcomes within an assigned portfolio in the financial advisor channel and/or TPA network.

• Oversee prospects throughout the sales cycle until business closure.

• Build and enhance relationships with key advisors and influential centers.

• Conduct sales presentations mainly through phone and online platforms.

• Arrange meetings for external partners with key prospects and producers.

• Formulate and share proactive sales strategies to boost revenue.

• Represent Ascensus at conferences and educational events.

• Articulate Ascensus retirement plan products and services while demonstrating a solid understanding of the retirement plan industry.

• Delegate tasks and provide guidance to Sales Associates.

• Mediate and resolve escalated client service issues for producers.

• Assist with travel rotations for the book of business and adhere to assigned business plans.

• Identify strategies to attract and retain new clients.

• Manage business and sales data within the CRM system.

• Operate independently with minimal supervision.

• Travel occasionally as required.

• Safeguard, secure, and appropriately handle confidential information related to Ascensus and clients.

⛳️ Requirements

• Bachelor’s degree in business or a related field, or equivalent professional experience.

• At least 3 years of experience within the retirement industry.

• Outstanding written and verbal communication abilities.

• Capability to influence decision-makers effectively.

• Knowledge of social selling concepts and methodologies.

• Strong presentation skills.

• Exceptional attention to detail.

• In-depth understanding of retirement plans, including IRS and ERISA regulations.

• Analytical thinking and problem-solving capabilities.

• Ability to perform under pressure while managing multiple priorities and deadlines.

• Capacity to provide sound advice and judgment in accordance with company guidelines and ERISA regulations.

• Proficiency in Microsoft Office applications, particularly Excel.

• Experience with CRM platforms such as Microsoft Dynamics and/or Salesforce.com.

• Ability to oversee sales pipeline information, reports, data, and territory insights.

• Proven track record in generating revenue and fostering sales growth.

• For remote positions: a stable virtual workspace along with family care arrangements during business hours.

• An internet speed of 25 Mbps or higher for personal use.

• A stronger internet connection is necessary if sharing a connection.

• For specific call center roles: equipment must be hardwired to the router or the workstation should be positioned close to the router.

🏝️ Benefits

• Remote work options available.

• Requirement for an uninterrupted virtual workspace for remote roles.

• Family care arrangements are expected during business hours.

• Commitment to equal opportunity employment.

• Provision of reasonable accommodations for qualified individuals with disabilities.