
Senior Internal Sales Consultant
PARC Street Partners
full-time
Posted on:
Location Type: Remote
Location: Arizona • Nevada • United States
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Salary
💰 $49,192 - $76,889 per year
Job Level
About the role
- Perform CRM functions including report writing, data filters, exports, communications, management activities and data maintenance.
- Perform general administrative duties for sales department and sales consultants, including file management and material distributions.
- Support new client and new plan conversions, including introductory calls, database setup, document distribution and coordination.
- Create and maintain library of sales literature and tools, including but not limited to presentations, product literature and reference lists, edit and update as needed.
- Prepare and maintain sales training materials and sales reports.
- Establish working relationships with prospects, clients and vendors to promote the sale of EPIC products and services.
- Prepare RFP responses, proposal and general sales responses for sales consultants and clients as requested.
- Attend, coordinate and manage sales conference meeting events, including logistics and planning.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in business related field and a minimum two (2) years' experience or equivalent combination of education and experience
- Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and record-keeping and plan administration.
- Ability to read and interpret complex, technical documents such as plan documents, government regulations, agreements, procedures manuals and technical procedures.
- Must have superior presentation, written and verbal communications skills.
- Must have the ability to write and proofread proposals and request for proposal responses, presentations, routine reports and correspondence as well as sales communications pieces.
- Communicate effectively with prospects and clients via email, phone, web and physical presentations, and project a positive attitude and professional demeanor.
- Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must be proactive in problem identification and resolution.
- Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word.
Benefits
- Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
- Parental Leave : Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage : Ensuring your overall health and well-being.
- Flexible Spending Accounts : For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits : Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance : Supporting your growing family.
- Tuition Reimbursement : Invest in your education and career growth.
- Employee Assistance Program (EAP) : Access to support and resources.
- Pet Insurance : For all your furry friends.
- Financial and Banking Services : Various banking services benefits and financial planning assistance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
report writingdata filtersdata exportsdatabase setupdocument distributionsales training materials preparationproposal writingRFP responsessales report preparationrecord-keeping
Soft Skills
presentation skillswritten communicationverbal communicationproblem identificationproblem resolutionindependent contributormulti-taskingtime managementpositive attitudeprofessional demeanor