Senior Sales Implementation Specialist

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

📋 Description

• Assist in the execution of the strategic team selling initiative.

• Partner with Sales Regional Vice Presidents on opportunities and prepare for sales finals and technology demonstrations, mainly within the mid-market sector.

• Identify and organize presentation teams according to prospect need assessments.

• Lead internal meetings with presentation teams, product managers, Pricing, RFP, system analysts, client management, and new business services.

• Attend due diligence site visit meetings to present digital participant and plan sponsor tools.

• Engage in sales final presentations with potential clients or advisors.

• Follow up post-finals to assess current and future team-selling requirements.

• Collaborate with the Director to gather insights on competitive data, product offerings, available services, and market size distinctions.

• Oversee related sales projects.

• Develop detailed, client-specific sales final presentations and materials.

⛳️ Requirements

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

• A minimum of five years of experience in the retirement services sector.

• Possession of FINRA Series 6 or 7, and Series 63 or 66, or the ability to obtain within nine months, including SIE if applicable.

• Experience in creating presentations and marketing materials.

• Familiarity with 401(k), 401(b), pooled plans, nonqualified and defined benefit plans.

• Understanding of competitor products and services.

• Exceptional presentation, communication, and interpersonal skills.

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook) and CRM software.

• Experience with Salesforce.com is preferred.

• Willingness to travel moderately, approximately 50%.

🏝️ Benefits

• Bonus opportunity for eligible employees.

• Pension Plan.

• 401k Matching.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays each year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.