Sales Analyst II - Salem

Only for registered members Salem, United States

6 days ago

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+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.

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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.

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