Internal Sales Specialist

Job Functions

Essential Duties and Responsibilities

• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO, clients and prospects.
• Generate sales calls / close meetings for Sales Consultant to attend.
• Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.).
• Manage lead data bases and CRM to generate new leads and prospects.
• Work to continuously develop market knowledge and understanding to drive 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, share knowledge, and drive new business.
• Leverage 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 a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant.

Helping in proactive communication and raising awareness throughout all aspects of the sales and relationship lifecycle.

• To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive 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 focus activity accordingly within our advisor channels.

• Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
• Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
• Performs other duties and special projects as assigned.
• To develop an increased knowledge of Retirement Plans and our industry through continued training.
• Efficiently use all internal systems, resources and tools including : Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned

Section 3 : Experience, Skills, Knowledge Requirements

• Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
• 2-5 years’ experience in sales or customer service-based role
• Financial services industry a plus
• Excellent written and oral communication skills
• Customer service focused
• Excellent analytical and problem resolution skills
• Ability to work well under pressure with multiple priorities and deadlines
• Proficiency in MSOffice software applications, specifically Excel
• Contribute to sales organization by utilizing strong work ethic and team communication.
• Strong solutions-oriented skills.
• Must possess excellent interviewing and demonstration skills.
Less than 1 hour ago