Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Compliance Manager

Newfront, formerly ABD Insurance and Financial Services
(Remote / San Mateo CA)

Newfront, formerly ABD Insurance and Financial Services logo

Retirement Plan Administrator

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)
(Remote)

Qualified Plan Consultants, LLC (QPC) logo

Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

Bidwell Consulting Services, Inc. logo

401(k) Plan Administrator Trainee/Assistant

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

Client Relationship Manager

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

United Benefit Pensions Inc. logo

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Relationship Manager

The Retirement Plan Company (TRPC)/an ABG firm
(Remote / Pacific WA)

The Retirement Plan Company (TRPC)/an ABG firm logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc
(Remote)

BlueStar Retirement Services, Inc logo

Plan Administrator / Assistant

National Employers Retirement Trust
(Remote / Bethesda MD / DC / PA / VA / WV)

Senior Plan Administrator

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

"You Break It, We Fix It" Administrator

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“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 Specialist

Newport

in Charlotte NC / Folsom CA

Logo for Newport

Who We Are

Newport helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

Location:   This position is not full-time remote and will require to be at a Newport office frequently.  COVID protocols are in place at all Newport office locations.

JOB SUMMARY

The Inside Sales Representative will support Newport’s sales team from an operations-perspective on selling and installing new business clients by understanding and adhering to Newport’s internal sales process; allowing the sales team to focus on new sales opportunities.

 Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Partners with the sales team to provide support for their daily sales efforts.
  • Provides timely updates in customer relationship management system (Microsoft Dynamics CRM).
  • Prepares detailed analysis and proposals for prospective clients.
  • Provides research and market intelligence using tools such as FreeErisa, Judy Diamond, BrightScope, etc.
  • Works with internal operations partners to support the post-sales functions including:
  • Coordinating contracts, conversion process, investment lineup and mapping
  • Communicating directly with other departments (Documents, Conversions, Operations, etc.)
  • Studies and learns industry specific language and rules to include QKA, retirement industry regulations, and DOL updates.
  • Collects market intelligence and shares with sales team and rest of the organization.
  • Responds to inbound web inquiries from Newport’s phone and internet systems.
  • Multi-tasks in a fast-paced environment.

Required Education, Experience and Certificates, Licenses, Registrations

  • 2-4 years of experience in the financial services industry or related field.
  • Knowledgeable in Word, Excel, PowerPoint, etc. 

 Preferred (but not required) education or skills for this role are

  • Bachelor’s degree or equivalent combination of education and experience.
  • QKA Certification

TRAVEL: Less than 5%.

 OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL OPPORTUNITY EMPLOYER

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.