Internal Sales Consultant, TPA solutions

Position Summary

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.

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.
• 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.
• Help 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.
• Perform other duties and special projects as assigned.

Experience, Skills, Knowledge 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.
• Able 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 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.

Section 4: Benefits

We are proud to be an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.