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Internal Sales Consultant
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$90,000 a year
Full-time
- The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory.
- This is a high-performing outbound sales production role.
- Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network
- Manage all business and sales related information within CRM – Microsoft Dynamics
- Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
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