Job Description
Job Title:
Sales Analyst II Contract Duration:
12 months, possible extension Work Arrangement:
Remote
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.
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.
Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
Populate and maintain database of competitor pricing and capabilities
Skills/Qualifications
Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
Ability to work independently and manage one’s time.
Basic mentoring skills necessary to provide support and constructive performance feedback.
Knowledge of principles and methods for showing, promoting, and selling products or services.
Education/Experience
Bachelor’s degree required.
Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment. Prefer some experience with securities or retirement plans sales.
1-5 Years\' Experience
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Sales Analyst II Contract Duration:
12 months, possible extension Work Arrangement:
Remote
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.
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.
Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
Populate and maintain database of competitor pricing and capabilities
Skills/Qualifications
Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
Ability to work independently and manage one’s time.
Basic mentoring skills necessary to provide support and constructive performance feedback.
Knowledge of principles and methods for showing, promoting, and selling products or services.
Education/Experience
Bachelor’s degree required.
Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment. Prefer some experience with securities or retirement plans sales.
1-5 Years\' Experience
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