Internal Sales Consultant

Job Summary

Driving revenue growth through cross-selling 3(16) fiduciary services, the full-time Internal Sales Consultant will work remotely to identify opportunities, engage with clients and advisors, and close incremental business while achieving assigned sales quotas.

Key responsibilities

• Drive cross-sell of fiduciary services to existing clients to meet Annual Recurring Revenue (ARR) targets
• Proactively identify opportunities through CRM analysis and collaboration with internal teams
• Engage with financial advisors and plan sponsors to effectively position services and close sales

Required qualifications

• High School diploma or GED required; Bachelor's degree preferred
• 3+ years of inside sales or business development experience, preferably in financial services
• Experience with retirement plan services and familiarity with 3(16) fiduciary services preferred
• Proficiency in CRM tools such as HubSpot or Salesforce
• Ability to articulate value propositions and collaborate effectively across teams