COVID-19 News
COVID-19 Webcasts

Featured Jobs

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Telecommute)

Loren D. Stark Company (LDSCO) logo

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Client Services Representative

Ingham Retirement Group
(Telecommute / Miami FL)

Ingham Retirement Group logo

Trust Funds Accountant

RFK Medical Plan/JDLC Pension Plan
(Keene CA)

Benefits Plan Director

Taft-Hartley Trusts
(San Jose CA)

Retirement Plan Administrator

Liden, Nestle, Soled & Associates
(Telecommute / Westlake Village CA)

Liden, Nestle, Soled & Associates logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Internal Sales Representative

Pentegra

in Telecommute

Logo for Pentegra

Job Summary:       Internal Sales Representative will work as a team with an experienced Regional Director(s) to develop and maintain relationships with financial advisors and other intermediaries in order to sell Pentegra retirement plan solutions in the Regional Director(s) territory.  This position will support the Regional Director(s) in reaching their annual revenue goal each year. 

Responsibilities:

  • Deliver high quality, responsive service to all inbound requests for information and sales support from advisors and Regional Director(s).  This includes but not limited to: proposal and cost analysis production, presentation creation, appointment and conference call scheduling.
  • Conducts outbound calls to follow up on proposals, provide new product information and insight into identifying opportunities and leads. (LinkedIn, blogs, Pentalks). 
  • Initiate sales by making personalized outbound calls
  • Supports Regional Director(s) with joint development and execution of a business plan, territory segmentation and scheduling appointments for the Regional Director(s)
  • Develop relationships with advisors to better understand their business in order to further their utilization of Pentegra’s Retirement Plan solutions.
  • Lead advisors and prospective clients through the post-sales setup paperwork process.
  • Learn Pentegra’s business model, value propositions, products, processes and fees.

Requirements: 

  • Ability to communicate clearly and concisely, with an expertise in adapting to different audiences
  • Utilize strong organizational and multi-tasking skills to meet job requirements
  • Bachelor’s degree preferred
  • Strong knowledge of retirement plan services
  • Experience working with fee-based RIAs and expert retirement plan advisors
  • QPFC, QKA or equivalent designation or wiliness to attain
  • Microsoft Office Suite knowledge
  • Salesforce knowledge preferred
  • Must embrace “The Pentegra Way”

How to Apply

please submit resume with salary requirements to HR@pentegra.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2020 BenefitsLink.com, Inc.