Ascensus

Internal Sales Specialist

Ascensus

full-time

Posted on:

Location Type: Remote

Location: Arizona • United States

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About the role

  • This position is responsible for assisting Sales Consultants with expanding their business opportunities within an assigned territory.
  • The role of the Internal Sales Consultant would include providing plan sponsors and Financial Advisors with product awareness, plan design, technical support and the completion of plan installation calls.
  • The Internal Sales Consultant strengthens the relationships with our partners’ external wholesalers and sales desk.
  • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO, clients and prospects.
  • Generate sales calls/close meetings for Sales Consultant to attend.
  • Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.).
  • Manage lead data bases and CRM to generate new leads and prospects.
  • 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.
  • Help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant.
  • 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.
  • Performs other duties and special projects as assigned.

Requirements

  • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
  • 2-5 years’ experience in sales or customer service-based role.
  • Financial services industry a plus.
  • Excellent written and oral communication skills.
  • Customer service focused.
  • Excellent analytical and problem resolution skills.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • 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.
Benefits
  • We take care of our own, so that they can take care of our clients.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salescustomer serviceplan designlead generationdata managementCRManalytical skillsproblem resolutioninterviewing skillsdemonstration skills
Soft Skills
communication skillscustomer service focusedability to work under pressureteam communicationsolutions-orientedrelationship buildingproactive engagementorganizational skillscollaborationadaptability
Certifications
Associate degreeBachelor's degree