Retirement Plan Services Internal Sales Analyst - Remote

Overview

The Retirement Plan Services Internal Sales Consultant is responsible for supporting sales growth and servicing existing relationships within the Retirement Plan Services Team.

In Short

• Support sales growth and manage existing relationships.
• Participate in discovery calls with prospective clients.
• Conduct analyses and benchmarking of fees, services, and investments.
• Prepare tailored proposal presentations for the sales team.
• Respond to technical product and competitive positioning questions.
• Assist with onboarding new retirement plan business.
• Maintain knowledge of industry trends and regulations.
• Work collaboratively to improve policies and processes.
• Requires strong analytical and communication skills.
• 5+ years of retirement plan service experience preferred.

Requirements

• Bachelor’s degree required.
• Knowledge of retirement plan laws and regulations preferred.
• Detail-oriented with strong multi-tasking abilities.
• Proficient in Microsoft Office and Adobe Suite.
• Experience with virtual meeting platforms.
• Ability to work independently with minimal errors.
• Strong oral and written communication skills.
• Ability to prioritize tasks under time pressure.
• Ongoing industry training and credentials preferred.
• Proactive in client relationship management.

Benefits

• Competitive salary and potential for bonuses.
• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Comprehensive medical, dental, and vision coverage.
• Company-paid life insurance and long-term disability.
• Paid time off and wellness incentives.
• Employee assistance program.
• Flexible spending accounts and health savings accounts.
• Diverse and inclusive workplace.
• Opportunities for professional growth and development.