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Internal Sales Consultant


in Glendale CA

Position Summary

This position will serve as the internal sales consultant within Dedicated Defined Benefit Services, an Ascensus owned company for driving sales with Financial Professionals and strategic alliance platforms to meet assigned sales goals.  Responsibilities include driving sales with key Financial Professionals.

Job Functions, Essential Duties and Responsibilities

  • Candidate must work in the Glendale, CA Office.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always┬« should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Strong, in-depth ERISA and plan design knowledge. DB and Cash Balance Plan knowledge is a plus.
  • Drive sales with Financial Professional and meet assigned sales goals.
  • Cultivate and grow relationships with new and current Financial Professionals.
  • Designated resource for all business development opportunities for Ascensus TPA Solutions.
  • Support Sales and Financial Professionals regarding plan design and illustrations.
  • Develop and execute outbound calling campaigns.
  • High level of interaction with the DDBS Sales Team and Financial Professionals handling both routine matters and unexpected requests. Must be a team player.
  • CRM Management - Work with all parties to create a streamlined sales data process.  Salesforce experience preferred
  • Provide ongoing support for DDBS sales team regarding overall sales process including information gathering, proposal generation & special projects.
  • Provide assistance with scheduled e-mail blasts and call campaigns.
  • Understand the competitive industry environment, identify and analyze market trends while providing recommendations and feedback to management team.
  • Consistently provide a high level of Customer Service to external clients.
  • Participate in Department training and additional training offered through the Ascensus Leaning Center.
  • Coordinate marketing campaigns, webinars and conference calls to train Financial Professionals on platform features and benefits.
  • Maintain frequent contact with key Financial Professionals through, seminars, webinars, conference calls and other presentation media.
  • Assist with other tasks and projects as assigned

Experience, Skills, Knowledge Requirements

  • College degree in business or related fields, or equivalent work experience.
  • 3+ years of experience in the financial services and retirement plan industry preferred.  Defined Benefit Plans and Cash Balance Plans experience is a plus.
  • Exceptional organization and time management skills with the ability to prioritize, and multi-task under tight deadlines.
  • Clear understanding of the industry, sales process, competitive products and distribution channels.
  • Ability to network, build and maintain strong business relationships with Financial Professionals.
  • Excellent phone presence and written, oral and presentation skills.
  • Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
  • Demonstrated problem solving skills.
  • Highly energetic.
  • Proficient in PC, software and web applications.

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

How to Apply

Apply online using this link:

This ad has been viewed 2460 times. It expires on 5/8/2019.

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