Sales Consultant

Job not on LinkedIn

3 hours ago

🏈 Alabama – Remote

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

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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Employee Fiduciary

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The Ideal 401(k) for Small and Medium-Sized Businesses.

51 - 200 employees

📋 Description

• Help clients setup or convert their 401(k) plans • Build and maintain strong advisor relationships • Prepare proposals and service agreements • Ensure everything is in line for New Business • Communicate high-level plan design concepts to advisors and plan sponsors • Meet quarterly and annual sales goals • Maintain CRM (HubSpot) • Follow documented sales processes follow-up in a timely and appropriate manner

🎯 Requirements

• General knowledge of mutual fund asset classes, expense ratios, and qualified plans – in particular 401(k) plans. • Completion of ASPPA RPF1 & RPF2 exams within one year of hire. • Proficient in Microsoft Office. • Professional presentation and communication skills. • Strong organizational and problem-solving skills. • Ability to work independently, set and achieve goals, prioritize tasks, in a high-volume environment. • High-level understanding of ERISA and IRS regulations and rulings for defined contribution plans. • Undergraduate degree and at least two years of sales experience preferred. • Must have a general understanding of mutual fund asset classes and expense ratios.

🏖️ Benefits

• Generous paid time off benefits • Medical, dental, and vision coverage • Group life insurance • Company paid short and long term benefits • 401(k) plan • Dependent Care Account (DCA) • Flexible Spending Account (FSA) • And more!