[Remote] Sales Enablement Specialist

Note: The job is a remote job and is open to candidates in USA. Verdara provides retirement plans for mission-driven workforces, particularly focusing on charter schools. They are seeking a New Business Sales Representative to help prospective clients adopt a pooled employer retirement plan, guiding them through a structured sales process and collaborating with a supportive team.

Responsibilities

• Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients
• Proactively identify and engage prospective clients through networking, referrals, and warm and cold direct outreach to retirement plan operators, HR professionals, CFOs, and plan sponsors
• Consult with organizations to assess their existing retirement plan and present industry-specific solutions that align with their fiduciary obligations and objectives
• Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth
• Collaborate with internal teams and external vendors, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience, always seeking net new business opportunities
• Present the benefits of a pooled employer retirement plan in a clear, concise and practical way
• Manage opportunities through the early stages of the sales cycle with guidance and support
• Collect data points from the Form 5500 and compose presentations in preparation for sales discovery calls
• Track outreach, pipeline, and next steps accurately in a CRM
• Work closely with nationwide teammates and vendors across sales, operations, tech and client success to ensure smooth onboarding for new clients
• Cultivate warm client relationships in preparation for discovery calls with the broader sales team
• Actively participate in industry events, networking opportunities, and marketing initiatives to increase brand visibility and attract new clients

Skills

• Experience selling retirement plans or related financial products
• Early-career to mid-level sales experience, including prospecting and closing
• Comfort using CRM tools; HubSpot experience is a plus
• A data driven expert who can mine for meaning in customer-specific data sets and tell a story through PowerPoint
• Strong work ethic and willingness to learn
• Ability to work independently in a fully remote environment
• Team-oriented mindset with a positive, professional attitude
• Clear communication skills and attention to detail
• A positive attitude and a winsome personality
• A passionate commitment to building a company

Benefits

• Generous retirement package
• Healthcare options

Company Overview