Internal Sales Consultant

Ascensus; Florida; Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid time off

Health insurance

401(k) match

Volunteer programs

Business casual dress

Job summary

Ascensus is seeking a motivated Sales Associate to partner with Regional Directors and support the retirement market. You will assist in maintaining relationships with Retirement Advisors, handle inbound inquiries, and help prepare proposals and onboarding for new business.

You will also participate in outbound calls, gather market data, and coordinate post‑sales activities across departments to ensure smooth conversions and client satisfaction. Travel up to 20% is required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• 1–3 years of related experience within the retirement market.
• Client Service/Sales experience within the Financial Services industry; designation pursued is a plus.

Responsibilities

• Assists Regional Directors in maintaining and creating relationships with Retirement Advisors.
• Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business.
• Makes outbound calls as necessary.
• Partners with Regional Directors to maximize territory coverage and market penetration.
• Gathers marketing data to identify and update information on prospective clients and competition.
• Provides marketing support, including proposal preparation and RFP response assistance.
• Meets/exceeds performance in a fast-paced, deadline-driven environment.
• Collaborates and shares knowledge with colleagues.
• Supports post-sales functions with contracts, conversions, investment mapping, and coordination with other departments.

Skills

Avid Learner

Collaborative Relationships

Verbal & Written Communication

Customer Oriented

Detail Oriented

Planning & Organizing

Resourceful

Team Player

Presentation Skills

Education

Bachelor’s degree in Finance Economics Business

Job description

Job Summary

Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.

Essential Functions

• Assists Regional Directors (External Sales Team) in maintaining and creating new relationships with Retirement Advisors.
• Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business.
• Makes outbound calls as necessary.
• Partners with Regional Directors to maximize territory coverage and market penetration.
• Gathers necessary marketing data to identify and update information on prospective clients and competition.
• Provides marketing support, including proposal preparation and RFP response assistance.
• Consistently meets and/or exceeds performance expectations in a fast‑paced, demanding environment with tight deadlines.
• Collaborates and shares knowledge with colleagues.
• Works with internal operations partners to support post‑sales functions, including coordinating contracts, the conversion process, investment lineup and mapping.
• Communicates directly with other departments (Documents, Conversions, Operations, etc.).
• Maintains regular, reliable, and punctual attendance.

Education, Experience and Certification

• Bachelor’s degree in Finance, Economics, Business or related field.
• 1–3 years of related experience within the retirement market.
• Preferred education or skills: Client Service/Sales experience within the Financial Services industry; possession or pursuit of an industry designation.

Competencies

• Avid Learner
• Builds Collaborative Relationships
• Verbal and Written Communication Skills
• Customer Oriented
• Detail Oriented
• Planning and Organizing
• Resourceful
• Team Player
• Presentation Skills

Travel

Up to 20%.

Benefits

• Professional Development with in‑house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable‑giving programs
• Business casual dress