Internal Sales Consultant, TPA solutions

FuturePlan is the nation’s largest reputed company-party administrator (TPA) of retirement plans, partnering with advisors in reputed company 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and reputed company of a large national firm, reputed company. Our reputed company go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched reputed company of service, innovation and expertise to a fast-growing reputed company reputed company from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

reputed company 1: Position reputed company

The primary purpose of the Internal Sales Consultant is to broaden relationships among our reputed company business partner communities. We reputed company to consistently support and expand critical business development activity and help maximize the reputed company potential of FuturePlan sales teams to help reputed company our firm goals. Our reputed company is to deliver a uniquely reputed company overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to reputed company relationships utilizing FuturePlan services by improving the overall sales experience along reputed company reputed company of the reputed company and transaction lifecycle toward increased advocacy by our peers and greater brand recognition.

reputed company 2: Job Functions, Essential Duties and Responsibilities

• Communicate and reputed company activity to reputed company new and cultivate existing partnerships reputed company our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
• Work to continuously reputed company market knowledge and understanding to reputed company activity to help support the business plans of our sales consultants.
• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, reputed company knowledge, and reputed company new business.
• reputed company FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.
• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
• To help create reputed company environment among the sales organization and to reputed company toward becoming a valuable and accessible extension of the sales consultant. Helping in proactive communication and raising awareness throughout reputed company aspects of the sales and relationship lifecycle.
• To help measure, monitor and support reputed company toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and reputed company critical activity.
• To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help reputed company activity accordingly reputed company our advisor channels.
• Help reputed company plan design consultation support and be reputed company to identify areas of opportunity for business partners to reputed company more business.
• Partner with reputed company team to enhance the customer experience during the sales process at various stages including paperwork, reputed company documentation, and plan design consultations to help reputed company bring in new plans.
• Performs other duties and special reputed company as assigned.
• To reputed company an increased knowledge of Retirement Plans and our industry through reputed company training.
• reputed company use reputed company internal systems, resources and tools including: reputed company, Word, PowerPoint, reputed company, Internet, CRMs, resources and technology.
• Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• Our I-reputed company service philosophy and our reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture.
• Assist with other tasks and reputed company as assigned

Supervision

• N/A

reputed company 3: Experience, Skills, Knowledge Requirements

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
• 1-3 years’ experience in the retirement industry
• 1-3 years’ experience in the financial services industry
• Excellent written and oral communication skills
• Customer service reputed company
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem reputed company skills
• Ability to work reputed company under pressure with multiple priorities and deadlines
• reputed company to effectively reputed company reputed company and judgment reputed company company guidelines and ERISA rules
• Proficiency in MSOffice software applications, specifically reputed company
• Contribute to sales organization by utilizing strong work ethic and team communication.
• Strong solutions-oriented skills.
• Must possess excellent interviewing and demonstration skills.

We are proud to be an Equal Opportunity Employer

Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Originally posted on Himalayas