Sales Consultant
Employee Fiduciary
full-time
Posted on:
Location Type: Remote
Location: Remote • Alabama • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Help clients setup or convert their 401(k) plans
- Build and maintain strong advisor relationships
- Prepare proposals and service agreements
- Ensure everything is in line for New Business
- Communicate high-level plan design concepts to advisors and plan sponsors
- Meet quarterly and annual sales goals
- Maintain CRM (HubSpot)
- Follow documented sales processes follow-up in a timely and appropriate manner
Requirements
- General knowledge of mutual fund asset classes, expense ratios, and qualified plans – in particular 401(k) plans.
- Completion of ASPPA RPF1 & RPF2 exams within one year of hire.
- Proficient in Microsoft Office.
- Professional presentation and communication skills.
- Strong organizational and problem-solving skills.
- Ability to work independently, set and achieve goals, prioritize tasks, in a high-volume environment.
- High-level understanding of ERISA and IRS regulations and rulings for defined contribution plans.
- Undergraduate degree and at least two years of sales experience preferred.
- Must have a general understanding of mutual fund asset classes and expense ratios.
Benefits
- Generous paid time off benefits
- Medical, dental, and vision coverage
- Group life insurance
- Company paid short and long term benefits
- 401(k) plan
- Dependent Care Account (DCA)
- Flexible Spending Account (FSA)
- And more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
401(k) plansmutual fund asset classesexpense ratiosERISA regulationsIRS regulationssales processesMicrosoft Officeproblem-solving
Soft skills
communication skillsorganizational skillspresentation skillsindependent workgoal settingtask prioritization
Certifications
ASPPA RPF1ASPPA RPF2