Internal Sales Consultant

Yesterday

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500

Description

• Rapidly growing financial services company seeking internal wholesaler to support sales team • Provide support to financial advisors and third party administrators • Collect new plan establishment documents • Generate proposals and manage new business processes through Salesforce.com CRM • Build processes to maximize value of retirement programs • Communicate effectively with sales team members

Requirements

• Understanding of the retirement plan marketplace • Strong written and verbal communication skills • Polite and professional telephone and follow up skills • Excellent project management skills, including the ability to manage multiple projects • Possibility of limited travel • Proficient in PowerPoint, Excel, Word, and MS Teams • Bachelor’s Degree and 1-2 years of experience

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off