reputed company:

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Sales Analyst II-Remote

Remote, USA Full-time Posted 2026-07-28

reputed company:

The main function of the Sales Analyst is to reputed company support to the sales team by performing research, planning events and acting as a reputed company between Retirement Plan Consultant and internal partners.


Job Responsibilities:

• Coordinate proposal responses including pricing, proposal reputed company, fulfillment and reputed company control.

• Assist in the reputed company of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team.

• Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and reputed company-coordinated marketing and sales activity increasing channel partner engagement.

• Draft and review RFP response to ensure reputed company, accurate and reputed company-crafted responses that effectively emphasizes the differentiated reputed company of reputed company.

• Maintain CRM database of reputed company to ensure accurate and up-to-date information to reputed company inform and drive marketing and sales activity.

• reputed company and maintain database of competitor pricing and capabilities


Skills/Qualifications:

• Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.

• Ability to work independently and manage one’s time.

• Basic mentoring skills necessary to reputed company support and constructive performance feedback.

• Knowledge of principles and reputed company for showing, promoting, and selling products or services.


Education/Experience:

• Bachelor’s degree required.

• Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment.

Prefer some experience with securities or retirement plans sales.

• 0-5 Years' Experience


Benefits:
reputed company reputed company leave, Medical/Dental (optional), 401 (k) Retirement Plan (optional), Employer reputed company Life Insurance, Employer reputed company Short Term Disability, Optional Life Insurance.
reputed company, Inc. is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran.

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