Internal Sales Consultant

Job Summary

Seeking a full-time Internal Sales Consultant who will manage client relationships, prepare proposals, and support the sales team in a remote environment, leveraging retirement plan knowledge to enhance financial independence for employees nationwide.

Key responsibilities

• Monitor pipeline daily and prepare proposals and engagement agreements efficiently
• Build and maintain relationships with wholesalers, advisors, and internal partners
• Support the sales team with meeting materials and complete ancillary projects as assigned

Required qualifications

• 1-3 years of experience in retirement plan sales/service preferred
• Strong proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint
• Salesforce experience is a plus
• Associate or bachelor's degree, or equivalent skills and industry experience
• Experience working with retirement plans or recordkeeping systems