Internal Sales Consultant

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