Internal Sales Consultant

About the role

Blue Ridge Associates is a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Monrovia, CA, and Maple Grove, MN, although our client base is nationwide.

Responsibilities

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

Requirements

• 1-3 years' experience and retirement plan sales/service experience preferred
• Solid multi-tasking, collaboration, and oral/written communication skills
• Exceptional attention to detail
• Strong computer skills using Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.)
• Salesforce experience a plus

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-related environment
• Prior experience in a TPA environment
• Knowledge of IRS rules related to retirement plans