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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plans and financial services, with a strong focus on customer service and effective communication. Capable of analyzing market trends and supporting sales initiatives through collaboration and proactive engagement.
Highest-signal resume keywords
Retirement Industry ExperienceFinancial Services ExperienceKnowledge of IRS and ERISA RegulationsMS Office ProficiencyExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan KnowledgeAnalytical SkillsProblem Resolution SkillsSales Lifecycle ManagementProposal Development
Soft Skills
Customer Service FocusTeam CommunicationSolutions-Oriented SkillsAbility to Work Under PressureInterviewing Skills
Tools & Technologies
MS OfficeExcel
Industry Keywords
Business to BusinessSales Consultant SupportMarket KnowledgeAdvocacy for Industry EventsClient Documentation
About the role
Key responsibilities & impact- Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
- Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
- 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.
- Help create and facilitate the delivery of proposals to required parties.
- Help update and manage the sales lifecycle of the business pipeline.
- Help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
- Help 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.
- Perform other duties and special projects as assigned.
Requirements
What you’ll need- Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
- 1-3 years’ experience in the retirement industry
- 1-3 years’ experience in the financial services industry
- Excellent written and oral communication skills
- Customer service focused
- 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
- Contribute to sales organization by utilizing strong work ethic and team communication.
- Strong solutions-oriented skills.
- Must possess excellent interviewing and demonstration skills.
Benefits
Comp & perks- Health insurance
- Professional development