Description:

The Internal Sales Consultant will partner with their assigned Regional Sales Consultant (RSC) to drive new business opportunities and manage financial intermediary relationships within a geographic territory. You will be responsible for delivering a high level of service and for proactively meeting territory needs in a timely fashion.

Responsibilities:

• Develop and execute strategic business plan with assigned RSC’s to achieve territory sales goals and grow market share
• Assist with scheduling RSC appointments and events
• Maintain CRM and proposal systems for assigned territory and ISC back up assignment
• Actively engage with financial intermediaries to uncover needs, provide solutions, advance the sale, and define next steps in relation to promoting and uncovering new retirement plan sales opportunities
• Prepare and follow-up on request for illustrations and proposals, coordinate pre-and post-sales deliverables, and manage the frequency & consistency of territory support
• Raise awareness of TRA’s products and services by delivering key messages through targeted prospecting or campaign activities; including cold calls and virtual communications
• Build, grow and maintain financial intermediary relationships by developing a thorough understanding of the financial service industry, marketplace and TRA’s value added offerings and successfully positions TRA’s products and services
• Develops a thorough understanding of the sales process and utilizes it to advance sales
• Assesses the needs of each prospect by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs
• Actively engage in plan design, retention, consulting and restoration opportunities
• Actively engage in TRA education and development programs
• Maintain current knowledge of industry and legislative updates
• Outstanding TRA Corporate Citizen dedicated to maintaining TRA’s reputation always in the communities we touch
• Other responsibilities as assigned

Required Experience:

Qualifications:

• Undergraduate degree or equivalent experience
• Strong pension and investment knowledge
• Must obtain ASPPA RPF1 & RPF2 examinations within one year of hire
• Must obtain Kravitz Cash Balance Coach Program certification within six months of hire
• High energy, motivated individual, committed to excellence.
• Understanding of and passion for the sales process with a positive mindset
• Demonstrated professional presence, poise and presentation skills
• Excellent verbal and written communications skills.
• Excellent organizational and follow up skills. Ability to handle multiple responsibilities simultaneously.
• Good working knowledge of PC and MS software. Understanding of CRM systems.
• Ability to travel (5% of time)

From: The Retirement Advantage, Inc. (TRA)