Internal Sales Executive

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Assist sales leadership in crafting and implementing strategies for territory expansion and business acquisition.

• Act as the strategic coordinator and project manager for designated sales initiatives.

• Assess decision-making factors, competitive landscape, and client needs.

• Organize planning sessions for opportunities, outlining deliverables, timelines, and accountability.

• Manage multiple intricate sales opportunities while ensuring accurate pipeline reporting.

• Establish and nurture relationships with consultants, intermediaries, and business collaborators.

• Work closely with clients and intermediaries to grasp their objectives and requirements.

• Facilitate escalations to the relevant internal stakeholders.

• Oversee the creation and coordination of proposals, RFPs, pricing inquiries, and finalist presentations.

• Collaborate with subject matter experts to develop tailored proposal responses.

• Partner with Product, Operations, Investments, and other departments to create customized solutions.

• Manage pricing strategies and fee assessments in conjunction with sales leadership.

• Organize finalist presentations and meetings with prospects.

• Track opportunity progression, assess risks, analyze sales metrics, monitor market trends, and gather competitive insights.

⛳️ Requirements

• Minimum of 4 years of internal sales experience directly related to the responsibilities of this position.

• Bachelor's degree or equivalent professional experience (4 years of experience may substitute for a degree).

• Exceptional organizational abilities with the capacity to prioritize tasks and manage multiple responsibilities while maintaining a high level of attention to detail.

• Stay updated on professional and industry developments.

• Proficient in utilizing AI tools effectively and responsibly, validating AI-generated results, and identifying opportunities to enhance productivity, decision-making, and outcomes.

• FINRA SIE, S6, S63 certifications required within 90 days of hire.

• In-depth knowledge of 401k, 403b, 457, and group plans.

• Strong relationships with RIAs and consulting firms.

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K and employee benefits packages.

• Complimentary financial counseling, health coaching, and employee assistance programs.

• Tuition assistance program available.

• Flexible working arrangements.

• Access to productivity and technology tools and training.

• Eligibility for the Annual Incentive Program.

• Potential for long-term incentives.

• Possible sales incentives.

• Comprehensive benefits package.