ELYON International

Sales Analyst II

ELYON International

contract

Posted on:

Location Type: Remote

Location: Oregon • United States

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Salary

💰 $25 per hour

About the role

  • Coordinate proposal responses including pricing, proposal generation, fulfillment and quality control.
  • Assist in the onboarding of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team.
  • Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
  • Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
  • Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
  • Populate and maintain database of competitor pricing and capabilities

Requirements

  • Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
  • Ability to work independently and manage one’s time.
  • Basic mentoring skills necessary to provide support and constructive performance feedback.
  • Knowledge of principles and methods for showing, promoting, and selling products or services.
  • Bachelor’s degree required.
  • Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment. Prefer some experience with securities or retirement plans sales.
  • 0-5 Years' Experience
Benefits
  • Paid sick leave
  • Medical/Dental (optional)
  • 401 (k) Retirement Plan (optional)
  • Employer Paid Life Insurance
  • Employer Paid Short Term Disability
  • Optional Life Insurance
Applicant Tracking System Keywords

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

Hard Skills & Tools
proposal generationpricingquality controlCRM database managementRFP response draftingdata populationcompetitor analysis
Soft Skills
verbal communicationwritten communicationnegotiationcustomer serviceinterpersonal skillstime managementmentoring
Certifications
Bachelor’s degree