Sales Strategist

Ascensus; Colorado; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Professional development

Tuition reimbursement

Paid time off

Medical, dental & vision benefits

Health Savings Account

401(k) & 529 match

Volunteer programs

Business casual dress

Job summary

Ascensus is seeking a results-driven Sales Enablement Specialist to support mid-market strategic team selling initiatives, delivering tailored finals across multiple product lines. You will coordinate with Sales RVPs, presentation teams, product managers, and internal support groups to tailor materials for each opportunity.

Responsibilities include managing sales projects, creating finals materials, and guiding resource allocation for best-fit presentations.

Qualifications

• Bachelor's degree in business or equivalent experience.
• Five years of experience in the retirement services industry.
• Experience creating presentations and marketing materials.
• Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans.
• Knowledge of competitor products and services.
• Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software.
• Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company.

Responsibilities

• Manage related sales projects.
• Create comprehensive sales finals presentations and material
• Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations.
• Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and tailored delivery of materials and services.
• Conduct internal meetings with the presentation team, product managers, and internal support groups to focus resources on the opportunity, including engagement of client management and new business services.
• Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
• Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
• Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
• Collaborate with the RVP/Renewal Sales Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.

Skills

Presentation skills

Marketing materials creation

MS Office

CRM software

Interpersonal skills

Education

Bachelor's degree in business

Tools

Salesforce.com

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Job Profile Summary

Support the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.

Job Description

• Manage related sales projects.
• Create comprehensive sales finals presentations and material
• Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations.
• Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and tailored delivery of materials and services.
• Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
• Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
• Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
• Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
• Collaborate with the RVP/Renewal Sales Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.

Qualifications

• Bachelor's degree in a business field or equivalent experience
• Five years of experience in the retirement services industry
• Experience creating presentations and marketing materials
• Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
• Knowledge of competitor products and services
• Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
• Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company

Preferred Qualifications

• FINRA Series 6 or 7; Series 63 or 66
• Experience with Salesforce.com

Working Conditions

• Office of hybrid office/remote environment Moderate travel

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus helps millions of people save for a better future.

What makes any career at Ascensus so rewarding?

• Collaborative, idea-sharing environment
• 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