Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
The Internal Sales Consultant (ISC) is responsible for identifying, developing, and maintaining selling relationships within their assigned book of business. The Internal Sales Consultant drives revenue growth and acceleration and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.
Section 2: Job Functions, Essential Duties and Responsibilities
- Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity.
- Partner effectively with external sales counterparts and generate monthly sales results within an assigned book of business in the financial advisor channel and/or TPA network
- Manage prospects throughout the sales cycle, resulting in closed business.
- Develop and strengthen relationships with key advisors and centers of influence.
- Deliver sales presentations to key advisors primarily via phone and web presentations.
- Schedule meetings for External partner(s) with key prospects and producers.
- Develop and share proactive sales techniques that lead to increased revenue.
- Professionally represent Ascensus at conferences and educational forums.
- Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services.
- Be able to delegate and provide direction to team Sales Associates.
- Mediate and resolve escalated client service issues when necessary for producers.
- Assist in the creation and management of the book of business travel rotation.
- Assist in the development of assigned business plans.
- Identify ways to attract and retain new clients.
- Manage all business and sales related information within CRM
- Work and thrive independently with little to no supervision
- Periodic travel as needed
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor’s degree in business or related field or equivalent work experience
- Minimum 3 years of experience in the retirement industry
- Excellent written and oral communication skills
- Demonstrated ability to influence decision makers
- Demonstrated understanding of social selling concepts and practices
- Excellent presentation skills
- Exceptional attention to detail
- Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
- Excellent analytical and problem resolution skills
- Ability to work well under pressure with multiple priorities and deadlines
- Able to effectively render sound advice and judgment within company guidelines and ERISA rules
- Proficiency in MSOffice software applications, specifically Excel
- Experience with CRM – (e.g., Microsoft Dynamics and/or Salesforce.com)
- Ability to manage pipeline information and reports, data, and insights of a sales territory
- Proven ability to generate revenue and drive sales growth
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Bachelor's degree in business or related field or equivalent experience; 3+ years in the retirement industry; strong sales, presentation, communication, analytical, CRM, Excel, and ERISA knowledge.
Key Responsibilities
- cultivating opportunities
- managing prospects
- driving revenue
Skills & Tools
Microsoft Excel, Microsoft Dynamics, Salesforce.com, CRM, Microsoft Office
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — Colorado, United States
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Tuition reimbursement
- Retirement plan
About Ascensus
A financial technology and services platform that helps people save through retirement and other savings plans. — Industry: Finance