Internal Sales Consultant

🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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