Internal Sales Consultant

🕒 Fevereiro 27

🐊 Florida, Pennsylvania – Remoto

🐊 Florida – Remote 🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💸 Finanças

👥 RH Tech

💰 Secondary Market em 2019-02

Finance • HR Tech

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 calling efforts, mail/email campaigns, referrals, and social media activity • Partner effectively 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, resulting in closed business • Develop and strengthen relationships with key advisors and centers of influence • Deliver sales presentations to key advisors primarily via phone and web presentations • Schedule meetings for External partner(s) with key prospects and producers • Develop and share proactive sales techniques that lead to increased revenue • Professionally represent Ascensus at conferences and educational forums • Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services • Be able to delegate and provide direction to team Sales Associates • Mediate and resolve escalated client service issues when necessary for producers • Assist in the creation and management of the book of business travel rotation • Assist in the development of assigned business plans • Identify ways to attract and retain new clients • Manage all business and sales related information within CRM • Work and thrive independently with little to no supervision • Periodic travel as needed • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

🎯 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 • Demonstrated ability to influence decision makers • Demonstrated understanding of social selling concepts and practices • Excellent presentation skills • Exceptional attention to detail • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Proficiency in MSOffice software applications, specifically Excel • Experience with CRM – (e.g., Microsoft Dynamics and/or Salesforce.com) • Ability to manage pipeline information and reports, data, and insights of a sales territory • Proven ability to generate revenue and drive sales growth.

🏖️ Benefícios

• Health insurance • Paid time off • Professional development opportunities