Internal Sales Consultant

Job Summary

A company is looking for an Internal Sales Consultant to support and grow their fiduciary administration and retirement consulting platform.

Key Responsibilities

• Partner with Regional Sales Directors to develop territory strategy and engage with advisors
• Serve as an internal contact for advisors, managing new plan opportunities and fiduciary engagements
• Prepare proposals and sales materials while managing leads and communications through the sales cycle

Required Qualifications

• 3-6 years of experience in internal sales, sales support, or client service within retirement plans or financial services
• Foundational knowledge of ERISA and fiduciary concepts, with 3(16) exposure preferred
• Series 6 & 63 preferred, or willingness to obtain
• Experience using CRM systems, preferably Salesforce
• Organized and accountable for follow-through in a sales environment