Internal Sales Specialist

Job not on LinkedIn

November 18

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+2 more states

🌽 Illinois – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🏰 Missouri – Remote

💵 $20 - $28 / hour

⏰ Full Time

🟢 Junior

⬇️ Inside Sales

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PARC Street Partners

WebsiteLinkedInAll Job Openings

Finance • Investment Management • B2B

PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

📋 Description

• Coordinate calendar for assigned consultants including travel, and client meetings. • Use the CRM system as a tool for maintaining calendars and scheduling tasks. • Contact clients and outside advisors to schedule annual plan review meetings and employee education meetings. • Make travel arrangements for consultant including air flights, car rentals and hotel reservations. • Prepare annual plan review materials and employee education materials as requested. • Manage the completion of outcomes from annual review meetings with clients with other teams and advisors, as needed. • Assist consultants with managing the onboarding of new clients to EPIC RPS. • Gather and coordinate signatures on all new client paperwork. • Maintain sales and consulting office equipment, and supplies. • Assist Internal Sales Consultant while out of office or with special projects. • Assist with planning special client events if needed. • Performs other tasks as assigned.

🎯 Requirements

• Associate degree and one (1) year experience or equivalent combination of education and experience • Possess an understanding of the retirement plan industry is preferred • Ability to read and interpret documents such as plan documents, agreements, procedures manuals and technical procedures. • Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • Must be proactive in problem identification and resolution. • Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word, Access, Excel, and PowerPoint. • Must be comfortable with the use of web-based applications. • Must be familiar with and proficient in contact management software.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Financial and Banking Services : Various benefits and financial planning assistance .