About the role
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
The primary purpose of the Internal Sales Consultant is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing FuturePlan services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition.
Section 2: Job Functions, Essential Duties and Responsibilities
Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.
Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
To help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant. Helping in proactive communication and raising awareness throughout all aspects of the sales and relationship lifecycle.
To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.
To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
Performs other duties and special projects as assigned.
To develop an increased knowledge of Retirement Plans and our industry through continued training.
Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
1-3 years’ experience in the retirement industry
1-3 years’ experience in the financial services industry
Excellent written and oral communication skills
Customer service focused
Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
Excellent analytical and problem resolution skills
Ability to work well under pressure with multiple priorities and deadlines
Able to effectively render sound advice and judgment within company guidelines and ERISA rules
Proficiency in MSOffice software applications, specifically Excel
Contribute to sales organization by utilizing strong work ethic and team communication.
Strong solutions-oriented skills.
Must possess excellent interviewing and demonstration skills.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Originally posted on Himalayas