Perform CRM functions including report writing, data filters, exports, communications, management activities and data maintenance.
Perform general administrative duties for sales department and sales consultants, including file management and material distributions.
Support new client and new plan conversions, including introductory calls, database setup, document distribution and coordination.
Create and maintain library of sales literature and tools, including but not limited to presentations, product literature and reference lists, edit and update as needed.
Prepare and maintain sales training materials and sales reports.
Establish working relationships with prospects, clients and vendors to promote the sale of EPIC products and services.
Prepare RFP responses, proposal and general sales responses for sales consultants and clients as requested.
Attend, coordinate and manage sales conference meeting events, including logistics and planning.
Perform other duties as assigned.

Bachelor's degree in business related field and a minimum two (2) years' experience or equivalent combination of education and experience
Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and record-keeping and plan administration.
Ability to read and interpret complex, technical documents such as plan documents, government regulations, agreements, procedures manuals and technical procedures.
Must have superior presentation, written and verbal communications skills.
Must have the ability to write and proofread proposals and request for proposal responses, presentations, routine reports and correspondence as well as sales communications pieces.
Communicate effectively with prospects and clients via email, phone, web and physical presentations, and project a positive attitude and professional demeanor.
Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must be proactive in problem identification and resolution.
Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word.

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Pet Insurance : For all your furry friends.
Financial and Banking Services : Various banking services benefits and financial planning assistance.

Senior Internal Sales Consultant

Key skills