Internal Sales Consultant
RemoteUnited States
Job Summary
Monitor the sales pipeline daily to identify tasks, prepare proposals and engagement agreements, and configure workflow systems for illustration requests. Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and internal partners while completing internal databases per company procedures. Achieve assigned goals regarding turnaround times, production, and accuracy by communicating exceptions to leadership and supporting the sales team with meeting materials. Investigate new referral relationships and enter them into the pipeline. This role supports Blue Ridge Associates' mission to help employees build financial independence through retirement plan administration and ESOP services.
Required Qualifications
- strong organizational skills
- attention to detail
- exceptional time management
- clear communication skills (verbally and written)
- ability to accomplish tasks as assigned accurately and timely
- Monitor pipeline daily to determine tasks needed
- Prepare proposals and engagement agreements accurately and efficiently
- Prepare the workflow system for illustration requests
- Understand products and services offered by Blue Ridge Associates
- Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
- Complete and maintain internal databases in accordance with Internal Partner procedures
- Achieve assigned goals related to turnaround times, production, and accuracy
- Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
- Prepares transfer of information from one system to another for the New Business Team
- Support sales team with meeting materials for prospective clients and financial advisors
- Investigate and enter new referral relationships into Pipeline
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