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._