About this opportunity
Ascensus lists this Internal Sales Consultant opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Summary
Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.
Essential Functions
Assists Regional Directors (External Sales Team) in maintaining and creating new relationships with Retirement Advisors.
Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business.
Makes outbound calls as necessary.
Partners with Regional Directors to maximize territory coverage and market penetration.
Gathers necessary marketing data to identify and update information on prospective clients and competition.
Provides marketing support, including proposal preparation and RFP response assistance.
Consistently meets and/or exceeds performance expectations in a fast‑paced, demanding environment with tight deadlines.
Collaborates and shares knowledge with colleagues.
Works with internal operations partners to support post‑sales functions, including coordinating contracts, the conversion process, investment lineup and mapping.
Communicates directly with other departments (Documents, Conversions, Operations, etc.).
Maintains regular, reliable, and punctual attendance.
Education, Experience and Certification
Bachelor’s degree in Finance, Economics, Business or related field.
1–3 years of related experience within the retirement market.
Preferred education or skills: Client Service/Sales experience within the Financial Services industry; possession or pursuit of an industry designation.
Competencies
Avid Learner
Builds Collaborative Relationships
Verbal and Written Communication Skills
Customer Oriented
Detail Oriented
Planning and Organizing
Resourceful
Team Player
Presentation Skills
Travel
Up to 20%.
Benefits
Professional Development with in‑house training and tuition reimbursement
Generous reward programs
Paid time off
Medical, dental & vision benefits
Health Savings Account with employer contribution up to $1,100
401(k) & 529 college savings match programs
Volunteer and charitable‑giving programs
Business casual dress
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.