Partner Strategic Sales Support Specialist - Bilingual

Agupdate; Altamonte Springs (FL); Remote; USD 60,000 - 80,000; Full time

Job summary

A dynamic and fast-growing Registered Investment Advisory firm is seeking a Bilingual Partner Strategic Sales Support Specialist. This role involves providing essential administrative support to partner sales teams, ensuring seamless execution of various processes while facilitating communication with clients in both English and Spanish.

Qualifications

• Minimum 5 years’ experience in a client support role.
• 3 years’ experience in a sales support role.
• Strong client relationship building skills.

Responsibilities

• Provide administrative and operational support to sales team.
• Process client and participant forms efficiently.
• Assist in creating service agreements for new clients.

Skills

Customer Service

Interpersonal Skills

Organizational Skills

Problem Solving

Communication Skills (English & Spanish)

Education

Bachelor's Degree or equivalent work experience

Job description

Note: This employer is open to candidates who want to work remote.

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast-growth company is seeking a Partner Strategic Sales Support Specialist - Bilingual to join our team and grow with us.

Job Title: Partner Strategic Sales Support Specialist - Bilingual

Report to: Director, Customer Experience

Status: Full Time/Exempt

Position Summary:

The Partner Strategic Sales Support Specialist will provide essential administrative and operational support to our partner sales team and internal wholesale team, ensuring the smooth execution of various sales processes. The incumbent will assist with sales documentation, processing client and participant forms, sales events, and CRM data integrity. This role will work closely with the strategic relationship team to streamline activities that drive revenue and support overall business growth.

Job Description:

· Promote and adhere to the company’s core values; Accountability, Communication, Commitment, Service Excellence, Integrity, and Collaboration.

· Coordinate and manage enrollment meeting scheduling, including rescheduling no-shows and maintaining accurate tracking records in CRM.

· Process and manage various participant level forms efficiently to ensure compliance and record accuracy.

· Handle enrollment materials, ensuring timely distribution and proper documentation.

· Conduct initial participant outreach via email, providing a warm welcome and distributing essential documents. Assist in setting up access to recordkeeping website.

· Provide client support by facilitating requests, processing necessary paperwork, and addressing inquiries.

· Assist in creating service agreements for new clients opting into additional services.

· Prepare and refine presentations to support client meetings before the scheduled time slot.

· Conduct post-enrollment follow-ups with clients to address outstanding questions or concerns and ensure a seamless experience.

· Collaborate with internal teams to ensure smooth implementation and administration.

· Maintain and update client records to ensure accuracy and compliance with regulatory requirements.

· Support the partner sales teams, including Spanish translation with prospective clients.

· Ensure partner sales teams are updated on all communication and issues with their prospects from pre-sale to 90 days post effective date.

· Follow escalations through to resolution.

· Assist with the conversion process by scheduling conversion meetings, managing the conversion email box, ensuring blackout notices are sent, and keep sales rep updated regarding any concerns or delays.

· Increase participation by facilitating enrollment meetings, educating potential participants on all aspects of their plan in English and Spanish.

· Conduct post 90 day service call handing off client to client support team.

· Create and increase credibility by demonstrating knowledge of 401(k) plans including plan design, regulations, and compliance.

· Document each customer interaction with proper internal/external documentation in CRM.

· Ensure client calls are conducted over a recorded line.

· Role model outstanding customer service.

· Build inter-departmental relationships.

· Offer solutions to meet or exceed customer expectations.

· Ability to consistently meet KPI’s and SMART Goals including quota.

Job Qualifications:

· Bachelor's Degree or equivalent work experience required

· Minimum 5 years’ experience in a client support role and 3 years’ experience in a sales support role required.

· Experience in managing key accounts/relationships

· Ability to effective work with sales teams

· Demonstrated record of meeting individual objectives

· Strong interpersonal, presentation, and persuasion skills

· Excellent collaboration, organizational, time management, customer service and problem-solving skills

· Strong focus on customer service

· Exceptional verbal, written and visual communication skills in English and Spanish

· Ability to communicate effectively to all levels of internal and external contacts verbally and in writing

· Ability to maintain cooperative working relationships with all levels

· Ability to work both independently and as part of a team

· Strong client relationship building skills

· Ability to recognize basic procedural issues as they arise and escalate to the appropriate level

· Must be authorized to work in the US

· Must be able to pass a criminal background check

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Interested in working from home? This employer is open to candidates who want to work remote.