Want a career in tech sales? Start earning $60,000+ with no degree or experience.

Want a career in tech sales? Start earning $60,000+ with no degree or experience.

Internal Sales Consultant – The Retirement Advantage, Inc. (TRA) – Appleton, WI

The Retirement Advantage, Inc. (TRA) Back to Listings

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Job 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.


  • 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:


  • 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)

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Posted 6 days ago