Internal Sales Consultant

Job not on LinkedIn

🕒 July 3

🏄 California, Ohio, +3 more states – Remote

🏄 California – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote ⚔️ Virginia – Remote

💵 $50k - $80k / year

⏰ Full Time

🟢 Junior

🧑‍💼 Account Executive

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Transition Strategies, LLC

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2003

💼 Consulting

⚖️ Legal

📋 Compliance

Consulting • Legal • Compliance

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

📋 Description

• Monitor pipeline daily to determine tasks needed • Prepare proposals and engagement agreements accurately and efficiently • Prepare the workflow system for illustration requests • Understand products and services offered by Blue Ridge Associates • Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners • Complete and maintain internal databases in accordance with Internal Partner procedures • Achieve assigned goals related to turnaround times, production, and accuracy • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly • Prepares transfer of information from one system to another for the New Business Team • Support sales team with meeting materials for prospective clients and financial advisors • Complete ancillary projects as requested • Investigate and enter new referral relationships into Pipeline

🎯 Requirements

• 1-3 years' experience and retirement plan sales/service experience preferred • Solid multi-tasking, collaboration, and oral/written communication skills • Exceptional attention to detail • Strong computer skills using Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.) • Salesforce experience a plus • Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree. • Experience working with retirement plans or retirement plan recordkeeping systems • Prior experience supporting consultants or specialists in a financial or benefits-related environment • Prior experience in a TPA environment • Knowledge of IRS rules related to retirement plans

🏖️ Benefits

• 401(k) with company match + HSA with company contribution • Generous PTO for parental leave, vacation, and holiday time • Support for certifications, association dues, and professional development • Collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities