Internal Sales Consultant

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. -Assists Regional Directors (External Sales Team) in all aspects of maintaining/creating new relationships with Retirement Advisors. -Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business. -Partners with Regional Directors to maximize territory coverage and market penetration. -Gathers necessary marketing data to assist in identifying and updating information on prospective clients and competition. -Provides marketing support, including proposal preparation and RFP (Request for Proposal) response assistance. -Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines -Focuses on learning in everyday activities and events -Collaborates with and openly shares knowledge with colleagues Works with internal operations partners to support the post-sales functions including: -Coordinating contracts, conversion process, investment lineup and mapping -Communicating directly with other departments (Documents, Conversions, Operations, etc.) -Regular, reliable and punctual attendance Management Responsibilities: None Required Education, Experience and Certificates, Licenses, Registrations: -Bachelor’s degree in Finance, Economics, Business or related field. -1-3 years of related experience within the retirement market. Preferred (but not required) education or skills for this role: -Client Service/Sales Experience within Financial Services industry. -Possesses or is working towards 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: 5% OTHER DUTIES: -Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.