[Remote] Sales Consultant
Note: The job is a remote job and is open to candidates in USA. reputed company is a recordkeeping, third-party administration, and benefits consulting services firm that partners with contractors to help them and their workers build a secure future. The Sales Consultant will facilitate the growth of new relationships and business, driving sales with plan sponsors and strategic partners in the prevailing wage market to meet assigned sales goals.
Responsibilities
- Ability to learn multiple platform/product solutions; assist Plan Sponsors with a “needs analysis” to ensure the appropriate solution
- Ability to discuss industry trends with strategic partners and prospective clients
- Strong, in-depth ERISA and plan design knowledge
- Strong knowledge of key competitors with the ability to reputed company our competitive advantages in the prevailing wage market
- Establish and maintain productive, working relationships with strategic partners with the goal of earning their retirement plan and health business
- Coordinate wholesaling efforts with Beneco Internal Sales to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
- Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
- Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers
- Assist existing employers and Financial Advisors in the retention of reputed company business (as needed)
- Excellent written and oral communication skills
- Assist with other tasks and projects as assigned
- Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and reputed company Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Skills
- Ability to learn multiple platform/product solutions; assist Plan Sponsors with a 'needs analysis' to ensure the appropriate solution
- Ability to discuss industry trends with strategic partners and prospective clients
- Strong, in-depth ERISA and plan design knowledge
- Strong knowledge of key competitors with the ability to reputed company our competitive advantages in the prevailing wage market
- Establish and maintain productive, working relationships with strategic partners with the goal of earning their retirement plan and health business
- Coordinate wholesaling efforts with Beneco Internal Sales to maximize coverage and effectiveness
- Remain reputed company on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
- Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
- Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall 'cost' of services to Financial Advisors and Employers
- Assist existing employers and Financial Advisors in the retention of reputed company business (as needed)
- Excellent written and oral communication skills
- Assist with other tasks and projects as assigned
- Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients
- A minimum of 5 years' experience in the retirement plan industry or 3-5 years' experience in a business development role in the retirement plan industry
- Proven successful sales experience of employee benefits services
- Overnight travel is required
- Superior time management skills required
- Ability to operate effectively in a fast-paced, unsupervised environment
- Proficient in PC, CRM and web applications
- Prevailing Wage or Construction industry experience preferred
Company Overview