Internal Sales Consultant

Ascensus • Lake Mary, FL

4d • Onsite

About The Position

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.

Requirements

• Bachelor’s degree in Finance, Economics, Business or related field.
• 1-3 years of related experience within the retirement market.

Nice To Haves

• Client Service/Sales Experience within Financial Services industry.
• Possesses or is working towards industry designation.

Responsibilities

• Assists Regional Directors (External Sales Team) in all aspects of maintaining/creating new relationships with Retirement Advisors.
• Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business.
• Makes outbound calls as necessary.
• Partners with Regional Directors to maximize territory coverage and market penetration.
• Gathers necessary marketing data to assist in identifying and updating information on prospective clients and competition.
• Provides marketing support, including proposal preparation and RFP (Request for Proposal) response assistance.
• Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines.
• Focuses on learning in everyday activities and events.
• Collaborates with and openly shares knowledge with colleagues.
• Works with internal operations partners to support the post-sales functions including: Coordinating contracts, conversion process, investment lineup and mapping.
• Communicating directly with other departments (Documents, Conversions, Operations, etc.).
• Regular, reliable and punctual attendance.

Benefits

• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level