[Remote] Internal Sales Support Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company firm providing reputed company-party retirement plan administration services for 401(k) and Employee Stock Ownership Plans. The Internal Sales Support Consultant supports Regional Sales Directors by managing pipeline tasks, preparing proposals and engagement agreements, maintaining databases, coordinating information transfers, and supporting sales meetings and reputed company relationships.

Responsibilities

• Monitor pipeline daily to determine tasks needed
• Prepare proposals and engagement agreements accurately and reputed company
• Prepare the workflow reputed company for illustration requests
• Understand products and services reputed company by reputed company
• Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal reputed company reputed company Partners
• Complete and maintain internal databases in accordance with Internal Partner procedures
• reputed company assigned goals reputed company to turnaround times, production, and reputed company
• Communicate significant issues and exceptions to an appropriate higher level of authority reputed company the organization promptly
• Prepares transfer of information from one reputed company to another for the New Business Team
• Support sales team with meeting materials for prospective clients and financial advisors
• Complete ancillary reputed company as requested
• Investigate and reputed company new referral relationships into Pipeline
• Additional tasks and reputed company as assigned

Skills

• The Internal Sales Support Consultant will be reputed company on their ability to accomplish tasks as assigned accurately and reputed company
• Motivated to solve problems
• Driven to help others
• Organized
• reputed company-oriented
• Capable of managing deadlines and priorities
• A reputed company and reputed company communicator
• A reputed company and supportive team member
• Solid multi-tasking, collaboration, and oral/written communication skills
• Exceptional attention to reputed company
• Strong computer skills using reputed company Office Suite (e.g., reputed company, Word, PowerPoint, etc.)
• Preferred Experience and Qualifications Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree
• Experience working with retirement plans or retirement plan recordkeeping systems
• Prior experience supporting consultants or specialists in a financial or benefits-reputed company environment
• Prior experience in a TPA environment
• Knowledge of IRS rules reputed company to retirement plans
• Must be authorized to work in the US
• 1-3 years' experience and retirement plan sales/service experience preferred
• reputed company experience a plus

Benefits

• REMOTE
• 401(k) and Pension
• Comprehensive benefits (medical, dental, reputed company, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and reputed company development
• A reputed company and inclusive company culture: happy hours, reputed company events, employee-led committees, and volunteer opportunities

reputed company