Senior Internal Sales Consultant

This job includes a base rate plus commissions. Total Potential Annual Earnings: $49,192 - $76,889.20    The primary purpose of this position is to partner with external sales consultants, clients, prospects and internal departments to increase the sales pipeline, overall sales effectiveness, and sales results at EPIC.
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* Education and Experience:

*** Bachelor's degree in business related field and a minimum two (2) years' experience or equivalent combination of education and experience
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* Skills and Abilities:

*** Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and record-keeping and plan administration.
* Ability to read and interpret complex, technical documents such as plan documents, government regulations, agreements, procedures manuals and technical procedures.
* Must have superior presentation, written and verbal communications skills. Must have the ability to write and proofread proposals and request for proposal responses, presentations, routine reports and correspondence as well as sales communications pieces. Communicate effectively with prospects and clients via email, phone, web and physical presentations, and project a positive attitude and professional demeanor.
* Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be proactive in problem identification and resolution.
* Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Wor
** Tasks Performed:
*** 30% Perform CRM functions including report writing, data filters, exports, communications, management activities and data maintenance. Perform general administrative duties for sales department and sales consultants, including file management and material distributions.
* 30% Support new client and new plan conversions, including introductory calls, database setup, document distribution and coordination.
* 15% Create and maintain library of sales literature and tools, including but not limited to presentations, product literature and reference lists, edit and update as needed. Prepare and maintain sales training materials and sales reports.
* 15% Establish working relationships with prospects, clients and vendors to promote the sale of EPIC products and services. Prepare RFP responses, proposal and general sales responses for sales consultants and clients as requested.
* 5% Attend, coordinate and manage sales conference meeting events, including logistics and planning.
* 5% Perform other duties as assigned.  
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* Physical Requirements:

*** Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
** Why Work at NBT
** At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
** Wellbeing
* * At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
** Community Involvement
** NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
** Culture
* * NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
** Career Development
** Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
** Total Rewards
** NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every…