Sales Analyst II

Job Description

Job Title: Sales Analyst II
Contract Duration: 12 months, possible extension
Work Arrangement: Remote

The main function of the Sales Analyst is to provide support to the sales team by performing research, planning events and acting as a liaison between Retirement Plan Consultant and internal partners.

• Coordinate proposal responses including pricing, proposal generation, fulfillment and quality control.
• Assist in the onboarding of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team.
• Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
• Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
• Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
• Populate and maintain database of competitor pricing and capabilities

• Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
• Ability to work independently and manage one’s time.
• Basic mentoring skills necessary to provide support and constructive performance feedback.
• Knowledge of principles and methods for showing, promoting, and selling products or services.

• Bachelor’s degree required.
• Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment. Prefer some experience with securities or retirement plans sales.
• 1-5 Years  Experience