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Sales Analyst II-Remote
7 days agoWhat's your preference?
Job Description
- Req#: 979
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Paid sick leave and optional Medical/Dental benefits
- 401(k) Retirement Plan with employer contributions
- Employer-paid life insurance and short-term disability
- Supportive and collaborative work environment
- Chance to engage in impactful marketing and sales activities
What to Expect (Job Responsibilities):
- Coordinate proposal responses, including pricing, proposal generation, and quality control
- Assist in onboarding new plans by completing business paperwork for seamless transitions
- Collaborate on marketing and travel email campaigns to enhance channel partner engagement
- Draft and review RFP responses to highlight the company's value proposition
- Maintain CRM database and competitor pricing information for informed marketing strategies
What is Required (Qualifications):
- Bachelor's degree required
- 0-5 years of experience in the financial services industry, preferably in retirement plans or investment brokerage
- Strong verbal and written communication skills, as well as negotiation and customer service skills
- Ability to work independently and manage time effectively
- Basic mentoring skills to provide support and constructive feedback
How to Stand Out (Preferred Qualifications):
- Some experience with securities or retirement plans sales
#FinancialServices #SalesAnalyst #CareerOpportunity #EmployeeBenefits #MarketingEngagement
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