Internal Sales Consultant

ascensus

📍 lake mary florida united states🕐 2mo ago🔗 workday

Job Description

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. **Job Summary**:  Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals. **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_. * Assists Regional Directors (External Sales Team) in all aspects of maintaining/creating new relationships with Retirement Advisors. * Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business. * Makes outbound calls as necessary. * Partners with Regional Directors to maximize territory coverage and market penetration. * Gathers necessary marketing data to assist in identifying and updating information on prospective clients and competition. * Provides marketing support, including proposal preparation and RFP (Request for Proposal) response assistance. * Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines * Focuses on learning in everyday activities and events * Collaborates with and openly shares knowledge with colleagues * Works with internal operations partners to support the post-sales functions including: * Coordinating contracts, conversion process, investment lineup and mapping * Communicating directly with other departments (Documents, Conversions, Operations, etc.) * Regular, reliable and punctual attendance **Management Responsibilities** * None **Required Education, Experience and Certificates, Licenses, Registrations** * Bachelor’s degree in Finance, Economics, Business or related field. * 1-3 years of related experience within the retirement market. **Preferred (but not required) education or skills for this role** * Client Service/Sales Experience within Financial Services industry. * Possesses or is working towards industry designation. Competencies * Avid Learner * Builds Collaborative Relationships * Verbal and Written Communication Skills * Customer Oriented * Detail Oriented * Planning and Organizing * Resourceful * Team Player * Presentation Skills **TRAVEL:  Up to** 20%. **OTHER DUTIES** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. _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._
Internal Sales Consultant at ascensus | MergeJobs