Internal Sales Consultant - Austin, United States - Ascensus
Description
Section 1:
Position Summary
The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.
Section 2:
Job Functions, Essential Duties and Responsibilities
- Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network
- Manage prospects throughout the sales cycle, resulting in closed business.
- Develop and strengthen relationships with key advisors and centers of influence.
- Deliver sales presentations to key advisors primarily via phone and web presentations.
- Schedule meetings for External partner(s) with key prospects and producers.
- Develop and share proactive sales techniques that lead to increased revenue.
- Professionally represent Ascensus at conferences and educational forums.
- Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services.
- Be able to delegate and provide direction to team Sales Associates.
- Mediate and resolve escalated client service issues when necessary for producers.
- Assist in the creation and management of the territory travel rotation.
- Assist in the development of territory business plans.
- Identify ways to attract and retain new clients.
- Manage all business and sales related information within CRM
- Microsoft Dynamics
- Work and thrive independently with little to no supervision
Supervision
- N/A
Section 3:
Experience, Skills, Knowledge Requirements
- Bachelor's degree in business or related field or equivalent work experience
- 13 years' experience in the retirement industry
- Excellent written and oral communication skills
- Demonstrated ability to influence decision makers
- Demonstrated understanding of social selling concepts and practices
- Excellent presentation skills
- Exceptional attention to detail
- 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
- Ability to manage pipeline information and reports, data, and insights of a sales territory
- Proven ability to generate revenue and drive sales growth
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