The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.
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 geographic region in the financial advisor channel and 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 territory travel rotation.
- Assist in the development of territory business plans.
- Identify ways to attract and retain new clients.
- Manage all business and sales related information within CRM – Microsoft Dynamics
- Work and thrive independently with little to no supervision
Experience, Skills, Knowledge Requirements
- Bachelor’s degree in business or related field or equivalent work experience
- 1-3 years’ 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 – 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
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space 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.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®