Ascensus

Internal Sales Consultant

Ascensus

full-time

Posted on:

Location Type: Remote

Location: Florida • Pennsylvania • United States

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Tech Stack

SFDC

About the role

  • Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity
  • Partner effectively with external sales counterparts and generate monthly sales results within an assigned book of business in the financial advisor channel and/or TPA network
  • Manage prospects throughout the sales cycle, resulting in closed business
  • Develop and strengthen relationships with key advisors and centers of influence
  • Deliver sales presentations to key advisors primarily via phone and web presentations
  • Schedule meetings for External partner(s) with key prospects and producers
  • Develop and share proactive sales techniques that lead to increased revenue
  • Professionally represent Ascensus at conferences and educational forums
  • Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services
  • Be able to delegate and provide direction to team Sales Associates
  • Mediate and resolve escalated client service issues when necessary for producers
  • Assist in the creation and management of the book of business travel rotation
  • Assist in the development of assigned business plans
  • Identify ways to attract and retain new clients
  • Manage all business and sales related information within CRM
  • Work and thrive independently with little to no supervision
  • Periodic travel as needed
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Requirements

  • Bachelor’s degree in business or related field or equivalent work experience
  • Minimum 3 years of experience in the retirement industry
  • Excellent written and oral communication skills
  • Demonstrated ability to influence decision makers
  • Demonstrated understanding of social selling concepts and practices
  • Excellent presentation skills
  • Exceptional attention to detail
  • 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
  • Experience with CRM – (e.g., Microsoft Dynamics and/or Salesforce.com)
  • Ability to manage pipeline information and reports, data, and insights of a sales territory
  • Proven ability to generate revenue and drive sales growth.
Benefits
  • Health insurance
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales techniquesretirement plansIRS regulationsERISA regulationsdata managementpipeline managementrevenue generationsales growthanalytical skillsproblem resolution
Soft Skills
communication skillsinfluence decision makerspresentation skillsattention to detailability to work under pressuresound advice and judgmentindependent workteam directionclient service mediationrelationship building
Certifications
Bachelor's degree in business