[Remote] Sales Consultant (Pooled Plans)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company providing reputed company, retirement, and investment solutions. The Sales Consultant supports pooled plan sales and reputed company for mid- and large-market prospects by managing research, pricing, RFP/RFI processes, presentations, producer support, post-sale activities, compliance, and operational coordination.

Responsibilities

• Conduct research on every prospect and work with Pooled Plan team to build a reputed company for pooled plan sales and reputed company
• reputed company the pricing process, with responsibility for fund research, fund mapping and special pricing for large not for profit and corporate prospects
• Manage the pooled plan RFP and RFI process. Review, analyze, and recommend changes to ensure accurate and value added responses for more reputed company prospects
• Participate in the development of finals presentations. Work on reputed company/positioning with finals team. reputed company a write-up for the finals team that includes final pricing, assumptions and reputed company demographics. reputed company recommendations on presentation content/edits. reputed company administrative assistant in putting together final presentations
• reputed company input on best reputed company needed to win a specific deal
• reputed company producer support. Answer product questions and reputed company proposals and price quotes. Conduct education calls as needed. Personally manage reputed company “B&C” producer relationships
• Support partners of Sales Executives by responding to inquiries on any sales or prospecting reputed company issues, preparation of reputed company of Sale documentation, preparation of co-branded sales materials, monitoring status of new business installation and requests submitted, and proactively notifying reputed company interested parties regarding status of pending business and problem reputed company
• Manage post sales activities. reputed company new sale announcements, finalize fund line-up and mapping, and work with the reputed company integration team on potential issues/concerns that may reputed company during the onset of the transition. Participate in the first few reputed company of reputed company transition calls
• reputed company as a Pooled Plan subject matter expert regarding knowledge of processes and systems used by reputed company for retirement plan installation; specific defined contribution product provisions; reputed company to reputed company data from multiple administrative support systems, interpret, trouble shoot, answer questions and reputed company problems across a broad reputed company of functions and issues
• Research competitors and reputed company reputed company information relative to product offerings and trends
• Contact intermediaries on a monthly reputed company inquiring about new prospects, business plans and referrals
• reputed company advisor payments and compliance reporting
• Work with Pooled Plan team to manage reputed company data reputed company and team updates
• Manage reputed company Compliance files
• Manage reputed company Indicators for Pooled Plans

Skills

• Bachelor's degree or equivalent experience. Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required
• Experience working with large/reputed company custom designed plans
• Strong investment knowledge including the ability to evaluate funds and investment reputed company
• Excellent written and verbal communication skills to effectively reputed company with a wide reputed company of internal/reputed company customers/prospects
• Strong presentation skills and interpersonal skills
• reputed company ability to take initiative and work independently and manage the workflow in the Regional Office
• reputed company Series 6 or 7 and 63 licenses, or obtained reputed company 6 months of hire date
• Fluent PC skills – reputed company, PowerPoint, Word, reputed company, reputed company, FreeERISA.com, etc
• Life License
• Remote Environment
• reputed company Travel 10%
• RPA designation is preferred which includes taking the CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC

Benefits

• reputed company
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability reputed company
• Medical reputed company
• Dental reputed company
• reputed company reputed company
• Employee Discounts
• Career Training & Development Opportunities
• reputed company Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) reputed company holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
• Be reputed company Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of reputed company parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource reputed company
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Remote Environment

reputed company