Internal Sales Consultant

Transition Strategies, LLC

Internal Sales Consultant at Blue Ridge Associates. Responsible for managing proposals and engagement agreements in retirement plan administration across the US with a focus on company culture.

Posted 7/3/2026full-timeRemote • California, Maryland, Minnesota, Ohio, Virginia • 🇺🇸 United StatesJunior💰 $50,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Monitor pipeline daily to determine tasks needed
Prepare proposals and engagement agreements accurately and efficiently
Prepare the workflow system for illustration requests
Understand products and services offered by Blue Ridge Associates
Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
Complete and maintain internal databases in accordance with Internal Partner procedures
Achieve assigned goals related to turnaround times, production, and accuracy
Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
Prepares transfer of information from one system to another for the New Business Team
Support sales team with meeting materials for prospective clients and financial advisors
Complete ancillary projects as requested
Investigate and enter new referral relationships into Pipeline

Requirements

What you’ll need

1-3 years' experience and retirement plan sales/service experience preferred
Solid multi-tasking, collaboration, and oral/written communication skills
Exceptional attention to detail
Strong computer skills using Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.)
Salesforce experience a plus
Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree.
Experience working with retirement plans or retirement plan recordkeeping systems
Prior experience supporting consultants or specialists in a financial or benefits-related environment
Prior experience in a TPA environment
Knowledge of IRS rules related to retirement plans

Benefits

Comp & perks

401(k) with company match + HSA with company contribution
Generous PTO for parental leave, vacation, and holiday time
Support for certifications, association dues, and professional development
Collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Proposal PreparationDatabase ManagementWorkflow System PreparationInformation TransferRetirement Plan Recordkeeping

Soft Skills

Multi-TaskingOral CommunicationWritten Communication

Certifications

Associate DegreeBachelor's Degree