Internal Plan Consultant (Sales)

The Internal Plan Consultant will partner with their assigned Regional Plan Consultants (RPC) to drive new business opportunities and manage financial intermediary relationships reputed company a geographic territory. The individual will be responsible for delivering a high level of service in a reputed company fashion and for proactively meeting territory advisor development needs. reputed company Responsibilities: • reputed company and execute strategic business plan with assigned RPCs to reputed company territory sales goals to grow market reputed company • Prepare and follow-up on request for illustrations and proposals, coordinate reputed company-and post-sales deliverables, and manage the frequency & consistency of territory support • Maintain CRM and proposal systems for assigned territory and reputed company ISC back up assistance reputed company needed • Assist with advisor development activities in the assigned territories • reputed company engage with financial intermediaries to uncover needs, reputed company solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities • reputed company awareness of TRA’s products and services by delivering key messages through targeted prospecting and campaign activities • Build, grow and sustain financial intermediary relationships by maintaining a thorough understanding of TRA’s value add offerings • reputed company a thorough understanding of the sales process and utilize it to advance sales opportunities • Assess the needs of prospects by asking targeted, impactful questions to position the most appropriate product and/or service that best meets their needs • reputed company engage in plan consulting, plan design, restoration and retention opportunities • reputed company engage in TRA education and development programs • Maintain reputed company knowledge of industry and legislative updates • Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputed company in the communities we serve • Other responsibilities as assigned Qualifications: • Undergraduate degree or equivalent experience • Strong pension and investment knowledge • Must obtain ASPPA RPF1 & RPF2 examinations reputed company one year of hire • Must obtain Kravitz Cash Balance reputed company Program certification reputed company six months of hire • High energy, motivated individual, committed to reputed company • Understanding of and passion for the sales process with a reputed company reputed company • Demonstrated reputed company reputed company, poise and presentation skills • Excellent verbal and written communications skills. • Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously. • Good working knowledge of PC and MS software. Understanding of CRM systems. • Minimal travel (5% of time) Apply tot his job Apply To this Job