Sales Analyst - Happy Valley
1 week ago

Job Summary
We re energized by fast paced work relationship building and supporting a team that empowers retirement readiness for clients nationwide Join us as a Sales Analyst and play a key role in coordinating proposal activity strengthening internal and external partnerships and driving effective sales and marketing efforts within our Retirement Plans organization.Responsibilities
You ll be at the heart of our proposal process applying underwriting knowledge and sound business judgment to recommend plan designs product options and census requirements Your work directly shapes the quality and competitiveness of new and in force proposalsWhat You Bring
Strong verbal written communication skills excellent customer service ability to build collaborative professional relationships Confident time management ability to work independently Basic mentoring skills with an interest in helping others grow Knowledge of sales principles tactics for promoting financial products services Bachelor s degree required Experience in financial services preferred especially retirement plans investment brokerage or securities related environmentsJob description
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