Internal Sales Consultant

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Oversee the daily pipeline to identify necessary tasks.

• Accurately and efficiently prepare proposals and engagement agreements.

• Set up the workflow system for illustration requests.

• Gain an understanding of the products and services provided by Blue Ridge Associates.

• Establish and nurture relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners.

• Complete and maintain internal databases in line with Internal Partner procedures.

• Meet assigned objectives concerning turnaround times, production, and precision.

• Promptly communicate significant issues and exceptions to the appropriate higher-level authority within the organization.

• Prepare the transfer of information from one system to another for the New Business Team.

• Assist the sales team by providing meeting materials for potential clients and financial advisors.

• Undertake ancillary projects as requested.

• Investigate and input new referral relationships into the Pipeline.

⛳️ Requirements

• Preferred 1-3 years of experience in retirement plan sales/service.

• Strong multi-tasking abilities, collaborative skills, and oral/written communication.

• Excellent attention to detail.

• Proficient in Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.).

• Experience with Salesforce is a plus.

• An associate or bachelor's degree; equivalent skills and industry experience may be considered in lieu of a degree.

• Experience with retirement plans or retirement plan recordkeeping systems.

• Previous support experience for consultants or specialists in a financial or benefits-related field.

• Prior experience in a TPA environment.

• Understanding of IRS regulations related to retirement plans.

🏝️ Benefits

• 401(k) plan with company match plus HSA with company contribution.

• Generous paid time off for parental leave, vacation, and holidays.

• Support for certifications, association dues, and professional growth opportunities.

• A collaborative and inclusive company culture featuring happy hours, social events, employee-led committees, and volunteer opportunities.