• Job Description

  Req#: 4300326
  Job Type
  
  Full-time
  
  Description
  
  Internal Sales Consultant
  
  REMOTE • 401(k) and Pension
  
  Where Expertise Meets Purpose-Driven Impact
  
  Use your retirement plan knowledge to help employees across the country build financial independence.
  
  At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through 401(k) services and Employee Stock Ownership Plans (ESOPs), we empower employees across the country to take ownership of their financial futures. We are proud to be nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services, which includes 401(k), defined benefit (DB), cash balance (CB), and other qualified retirement plans.
  
  Whether remote or based in one of our offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
  
  About Blue Ridge Associates
  
  We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Monrovia, CA, and Maple Grove, MN, although our client base is nationwide.
  
  That's Where You Come in as an Internal Sales Consultant
  
  Blue Ridge Associates is seeking an Internal Sales Consultant that will be an ambassador of our organization to our clients and industry.
  
  The Internal Sales Consultant will work directly with the Regional Sales Directors. This position requires strong organizational skills, attention to detail, exceptional time management and clear communication skills (verbally and written). The Internal Sales Consultant will be measured on their ability to accomplish tasks as assigned accurately and timely.
  
  An Internal Sales Consultant will:
  
  • Monitor pipeline daily to determine tasks needed
  • Prepare proposals and engagement agreements accurately and efficiently
  • Prepare the workflow system for illustration requests
  • Understand products and services offered by Blue Ridge Associates
  • Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
  • Complete and maintain internal databases in accordance with Internal Partner procedures
  • Achieve assigned goals related to turnaround times, production, and accuracy
  • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
  • Prepares transfer of information from one system to another for the New Business Team
  • Support sales team with meeting materials for prospective clients and financial advisors
  • Complete ancillary projects as requested
  • Investigate and enter new referral relationships into Pipeline
  • Additional tasks and projects as assigned
  
  
  Requirements
  
  What We're Looking for in an Internal Sales Consultant
  
  The ideal Internal Sales Consultant will be:
  
  • Motivated to solve problems
  • Driven to help others
  • Organized
  • Detail-oriented
  • Capable of managing deadlines and priorities
  • A clear and professional communicator
  • A collaborative and supportive team member
  
  Internal Sales Consultant Requirements:
  
  • 1-3 years' experience and retirement plan sales/service experience preferred
  • Solid multi-tasking, collaboration, and oral/written communication skills
  • Exceptional attention to detail
  • Strong computer skills using Microsoft Office Suite (e.g., Excel, Word, PowerPoint, etc.)
  • Salesforce experience a plus
  
  Preferred Experience and Qualifications
  
  • Associate or bachelor's degree. Equivalent skills and industry experience will be considered in lieu of a degree.
  • Experience working with retirement plans or retirement plan recordkeeping systems
  • Prior experience supporting consultants or specialists in a financial or benefits-related environment
  • Prior experience in a TPA environment
  • Knowledge of IRS rules related to retirement plans
  
  Why You'll Love Working Here as an Internal Sales Consultant
  
  You'll join a company that values hard work, supports each other, and believes in doing work that matters.
  
  We offer:
  
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
  
  Join Us as We Build Wealth for Generations
  
  Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
  
  We live by our values every day:
  
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do
  
  This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
  
  Apply now and make a career out of making a difference!
  
  Compensation
  
  Blue Ridge is committed to equal pay and pay transparency. The anticipated hiring range for this position is $50,000 - $80,000 annually. Compensation may vary based on geographic location, relevant experience, education and training, key skills, internal equity, and business needs.
  
  Equal Opportunity Employer
  
  Must be authorized to work in the US.
  
  Salary Description
  
  $50,000 - $80,000

• About the company

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