About the role
- Sell ftwilliam.com software products and services in a defined territory
- Partner closely with an assigned Account Manager to ensure customer retention/success
- Develop a strong understanding of the retirement plan administration market
- Prospect and develop new business in both existing accounts as well as new accounts
- Maintain and update information in Salesforce.com
- Attend National and Local ASPPA and NIPA tradeshows
- Attend in-person customer/prospect meetings in defined territory
- Develop relationships with major players in large metro markets
- Submit timely reports as requested by the Sales Manager and/or Executive Management
- Contribute & exchange ideas and best practices to other members of the sales team
- Fast and thorough follow-up on inquiries from customers and prospects
- Work closely with the assigned Account Manager, Customer Service and Billing to solve issues
Requirements
- Bachelor’s Degree or equivalent experience
- 3+ years of quota-driven sales experience
- Knowledge of and experience in the Retirement industry preferred
- Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM)
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
quota-driven salescustomer retentionprospectingreporting
Soft skills
relationship buildingcommunicationcollaborationfollow-upproblem-solving