Internal Sales Executive
About The Position
The Internal Sales Executive supports sales leadership in developing and executing opportunity and relationship strategies that drive new business and retention within assigned market segments. The role leads coordination of complex sales opportunities—including proposals, pricing, and finalist presentations—and resolves ambiguous problems where precedent may not exist. It recommends process improvements and makes decisions within a limited scope, with a focus on achieving individual and team sales targets. The position serves as a strategic coordinator and project lead for assigned opportunities, coordinating stakeholders, client requirements, proposals, pricing, and presentations. It builds relationships with consultants, intermediaries, and business partners; maintains pipeline and sales metrics; and partners across internal functions to create customized solutions for complex or non-standard requests. The role is remote for employees who reside outside commuting distance of an office location. Alternate locations listed are Charlotte, North Carolina; Fort Wayne, Indiana; and Radnor, Pennsylvania. Relocation assistance is not available.
Requirements
- At least 4 years of internal sales experience directly aligned with the role’s duties.
- A bachelor’s degree or equivalent work experience; 4 years of experience may substitute for a bachelor’s degree.
- Excellent organizational skills and the ability to prioritize and multitask while maintaining strict attention to detail.
- Ability to remain current on professional and industry trends.
- Ability to use AI tools effectively and responsibly in daily work, validate AI-generated outputs, and identify opportunities to improve productivity, decision-making, and outcomes.
- FINRA SIE, S6, and S63 licenses required within 90 days of hire.
- Strong working knowledge of 401(k), 403(b), 457, and group plans.
- Strong working relationships with RIAs and consulting firms.
Responsibilities
- Support sales leadership in developing and executing territory growth and pursuit strategies to acquire new business in targeted market segments and geographic territories.
- Serve as strategic coordinator and project lead on assigned sales opportunities, evaluating decision drivers, competitive dynamics, and client requirements.
- Facilitate opportunity planning sessions and establish deliverables, timelines, and stakeholder accountability.
- Coordinate multiple complex sales opportunities and maintain accurate pipeline information to support production goals.
- Build and maintain relationships with consultants, intermediaries, and business partners to drive referrals and strengthen market presence.
- Collaborate with clients and intermediaries to understand business objectives and needs, provide timely support, and coordinate escalations to internal partners.
- Lead development and coordination of proposals, RFPs, pricing requests, and finalist materials that communicate the company’s value proposition and capabilities.
- Coordinate subject matter experts to develop accurate, compelling, differentiated proposal responses tailored to prospects and competitive positioning.
- Partner with Product, Operations, Investments, and other internal functions to analyze client requirements and develop customized solutions for complex or non-standard requests.
- Partner with sales leadership to coordinate pricing strategy and fee analysis and facilitate internal review and approval of customized pricing and exceptions.
- Coordinate finalist presentations and prospect meetings, develop tailored materials, and brief internal participants on competitive positioning and key messages.
- Monitor opportunity progression, risks, and sales metrics; analyze market trends and competitive intelligence; and provide recommendations supporting sales strategy and continuous improvement.
Benefits
- Clearly defined career tracks and job levels with associated behaviors for company core values and leadership attributes.
- Leadership development and virtual training opportunities.
- PTO and parental leave.
- Competitive 401(k) and employee benefits.
- Free financial counseling, health coaching, and employee assistance program.
- Tuition assistance program.
- Flexible work arrangements.
- Productivity and technology tools and training.
- Potential eligibility for the discretionary Annual Incentive Program.
- Other rewards may include long-term incentives and sales incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
