Sales Analyst II - Salem
6 days ago

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.
Job description
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