Sales Support Rep - Remote

TEKsystemsFort Worth, TX
9d$20 - $25Remote

About The Position

A National Insurance Company Known as a major provider of employer sponsored insurance and retirement benefits is interested in hiring a Fully Remote Sales Analyst to support the team! These positions are Fully Remote but will be working out of the PST area. Job Summary: The main function of the Sales Analyst is to provide support to the sales team by performing research, planning events and acting as a liaison between Retirement Plan Consultant and internal partners.

Requirements

  • Knowledge of principles and methods for showing, promoting, and selling products or services.
  • Bachelor’s degree required.
  • Experience in the financial services industry, prefer in the retirement plans industry or investment brokerage firm environment.
  • 0-2 Years' Experience

Nice To Haves

  • Prefer some experience with securities or retirement plans sales.

Responsibilities

  • Coordinate proposal responses including pricing, proposal generation, fulfillment and quality control.
  • Assist in the onboarding of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team.
  • Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
  • Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
  • Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
  • Populate and maintain database of competitor pricing and capabilities

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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