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Internal Sales Consultant

Company: ASCENSUS
Location: Dresher
Posted on: September 14, 2019

Job Description:

This position is responsible for assisting the Regional Vice President with expanding their business opportunities within an assigned territory. The role of the Internal Sales Consultant would include providing Financial Advisors with product awareness, plan design, technical support and the completion of installation calls with their clients. The Internal Sales Consultant strengthens the relationships with our partners external wholesalers and sales desk. This position is also responsible for generating sales calls/close meetings for their Regional Vice President. Essential_Duties_And_Responsibilities * Work in conjunction with Regional Vice President to manage pipeline and be prepared to answer all pertinent questions regarding the proposal * Generate sales calls/close meetings for Regional Vice President to attend * Pro-actively develop and cultivate relationships with our Financial Partners Sales Desk * Provide plan design and technical support for Financial Advisors. * Initiate calls to retirement and fund wholesalers with timely product updates and initiatives * Complete plan installation calls * Perform web demos for financial advisors and plan sponsors * Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.). * Provide coverage for incoming calls as needed * Assist with other tasks and projects as assigned Minimum_Requirements * Bachelor s degree in business or related field or equivalent work experience * 5 years experience in the retirement industry * 5 years inside sales experience in the financial services industry * Excellent written and oral communication skills * 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 MSOffice software applications, specifically Excel * Customer service focused "The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture." We are proud to be an EEO/AA employer M/F/D/V. Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college. Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

Keywords: ASCENSUS, Philadelphia , Internal Sales Consultant, Professions , Dresher, Pennsylvania

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