Internal Sales Consultant, TPA solutions

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams.

About the Role

The primary purpose of the Internal Sales Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition.

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.
• Continuously develop market knowledge and understanding to drive activity supporting the business plans of our sales consultants.
• 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.
• Create a team environment among the sales organization and progress toward becoming a valuable and accessible extension of the sales consultant.
• Engage in proactive communication and raise awareness throughout all aspects of the sales and relationship lifecycle.
• 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.
• Create and facilitate the delivery of proposals to required parties.
• Update and manage the sales lifecycle of the business pipeline.
• Interpret trends, monitor campaigns, promotions, and help focus activity accordingly within our advisor channels.
• Provide plan design consultation support and identify areas of opportunity for business partners to close more business.
• Partner with the 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.
• Perform other duties and special projects as assigned.
• Develop 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.
• Protect, secure, and properly handle 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.
• Demonstrate our I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always® in day-to-day actions.
• Assist with other tasks and projects as assigned.

Requirements

• Associate or Bachelor’s degree in Business, Marketing, Sales, or equivalent combination of education and experience.
• 1-3 years’ experience in the retirement industry.
• 1-3 years’ experience in the financial services industry.
• Excellent written and oral communication skills.
• Customer service focused.
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations.
• Excellent analytical and problem resolution skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules.
• Proficiency in MS Office software applications, specifically Excel.
• Strong work ethic and team communication to contribute to the sales organization.
• Strong solutions-oriented skills.
• Excellent interviewing and demonstration skills.