Internal Sales Consultant

🔥 6 horas atrás

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 Secondary Market em 2019-02

Consulting • Insurance • Finance

A Ascensus é uma empresa que valoriza seus colaboradores e enfatiza uma cultura guiada por princípios como integridade, qualidade e compromisso com altos padrões. Ela oferece serviços de administração e manutenção de registros, focando em ajudar indivíduos a alcançarem aposentadorias financeiramente seguras e garantir educação de qualidade para crianças. A Ascensus é dedicada à diversidade, inclusão e igualdade de oportunidades, tornando-se um local gratificante para trabalhar. A empresa também oferece uma ampla gama de benefícios aos seus funcionários, incluindo refinanciamento de empréstimos estudantis e programas de vida saudável.

Descrição

• Identify and cultivate new business opportunities through calls, mail/email campaigns, referrals, and social media • Partner with external sales counterparts and generate monthly sales results within an assigned book of business in the financial advisor channel and/or TPA network • Manage prospects throughout the sales cycle through closed business • Develop and strengthen relationships with key advisors and centers of influence • Deliver sales presentations primarily by phone and web • Schedule meetings for external partners with key prospects and producers • Develop and share proactive sales techniques to increase revenue • Represent Ascensus at conferences and educational forums • Explain Ascensus retirement plan products and services and demonstrate knowledge of the retirement plan industry • Delegate and provide direction to Sales Associates • Mediate and resolve escalated client service issues for producers • Assist with book-of-business travel rotation and assigned business plans • Identify ways to attract and retain new clients • Manage business and sales information in the CRM • Work independently with little to no supervision • Travel periodically as needed • Protect, secure, and properly handle confidential Ascensus and client data

🎯 Requisitos

• Bachelor’s degree in business or related field or equivalent work experience • Minimum 3 years of experience in the retirement industry • Excellent written and oral communication skills • Ability to influence decision makers • Understanding of social selling concepts and practices • Excellent presentation skills • Exceptional attention to detail • Comprehensive knowledge of retirement plans, including IRS and ERISA regulations • Analytical and problem-resolution skills • Ability to work under pressure with multiple priorities and deadlines • Ability to render sound advice and judgment within company guidelines and ERISA rules • Proficiency in Microsoft Office software, specifically Excel • Experience with CRM systems such as Microsoft Dynamics and/or Salesforce.com • Ability to manage sales pipeline information, reports, data, and territory insights • Proven ability to generate revenue and drive sales growth • For virtual remote positions: uninterrupted virtual workspace and family care in place during business hours • Internet speed of 25 Mbps or better for individual use • If sharing an internet connection, a stronger connection is required • For call center roles specifically: equipment must be hardwired to the router or workstation must be close to the router

🏖️ Benefícios

• Remote work arrangement • Uninterrupted virtual workspace requirement for remote work • Family care expected to be in place during business hours • Equal opportunity employment • Reasonable accommodations for qualified individuals with disabilities