Note: The job is a remote job and is open to candidates in USA. Blue Ridge Associates is a professional services firm that provides third-party retirement plan administration services. They are seeking an Internal Sales Consultant to act as an ambassador for the organization, working closely with Regional Sales Directors to support sales efforts and maintain client relationships.
Responsibilities
- 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
- Complete ancillary projects as requested
- Investigate and enter new referral relationships into Pipeline
- Additional tasks and projects as assigned
Skills
- Strong organizational skills
- Attention to detail
- Exceptional time management
- Clear communication skills (verbally and written)
- Motivated to solve problems
- Driven to help others
- Organized
- Detail-oriented
- Capable of managing deadlines and priorities
- A clear and professional communicator
- A collaborative and supportive team member
- Solid multi-tasking, collaboration, and oral/written communication skills
- Exceptional attention to detail
- Strong computer skills using Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.)
- 1-3 years' experience and retirement plan sales/service experience preferred
- Salesforce experience a plus
- Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree
- Experience working with retirement plans or retirement plan recordkeeping systems
- Prior experience supporting consultants or specialists in a financial or benefits-related environment
- Prior experience in a TPA environment
- Knowledge of IRS rules related to retirement plans
Benefits
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Company Overview