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Sales Consultant

EPIC Retirement Plan Services

in Remote / Norwich NY / KY / MA / ME / OH / PA / VT

Logo for EPIC Retirement Plan Services

Northeast Region

The ideal candidate will market and sell EPIC's services to financial institutions, including investment advisors, banks, retirement plan administrators and payroll companies Support personnel in facilitating timely delivery of service and customer satisfaction.

Additional Job Description

Tasks Performed:

  • Develop prospective client relationships and follow up on referrals within the assigned region to identify opportunities to generate additional revenue through marketing and sales of all EPIC services. Support existing and new product positioning and development while delivering superior customer service at a profitable margin.
  • Report on external activities to include competitive analysis, major customer issues, customer retention, existing customer sales and initiatives. Work with management to promote continuous business and process improvement.
  • Maintain working knowledge of all EPIC tools, web technology and other available resources.
  • Perform Plan design consulting services as required by client or prospective client. Assist in the development of contractual agreements between EPIC and the financial institutions and/or direct clients. Negotiate exception fees or terms with EPIC approval when standardized schedules are not applicable. Coordinate with conversion and administrative teams to assist in the smooth transition of new clients.
  • Support sales team with forecasting and external communications/meetings as required.

Education and Experience:

  • Bachelor's degree and a minimum of five (5) years related experience or equivalent combination of education/experience

How to Apply

Apply Now

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