Internal Sales Representative

The Internal Sales Representative is a dedicated partner to Allied Solutions’ top performing sales representatives to increase sales production. This position provides lead generation and sales enablement services to their assigned team with a focus on building efficiency and capacity by effectively managing client activities, building strong relationships with internal and external partners, and sharing administrative duties.

This position will operate within a fast-paced, matrix style reporting structure and will require the ability to prioritize responsibilities among assigned sales representatives with various tasks, multiple projects and competing deadlines, which may require flexible working hours and occasional travel. The main activities, responsibilities, and accountabilities of this role may change over time as the needs of the position and assigned sales representatives change.

This critical role contributes directly to the overall success of Allied Solutions in its achievement of sales, revenue, and earnings goals.

*Job Duties and Responsibilities:

Generation Activities & Sales Enablement (60%)

• Lead sales representatives on webinars, calls, and demonstrations to increase sales production.

• Work in partnership with marketing and product managers to leverage lead/demand generation opportunities to maximize participation in campaigns.

• Deploys company-wide and account specific campaigns, report and track results, and manage follow-ups 

• Collaborate with the sales and account management support team to facilitate proposal requests, sales presentations, and C-Suite reviews.

• Project manage post close activities through opportunity follow-ups, contract coordination and implementation assistance to ensure a timely and accurate close.

• Provide event management support for state, regional and national Allied Solutions events as well as client events that may include travel arrangements, dinner/hotel reservations, and distributing promotional items.

• Facilitate requests on behalf of the sales representatives to support client engagement and development.

• Duties as assigned that enable increased sales productivity.

Sales Tracking and Administrative Support (30%)

• Create, track, and manage targeted account lists, sales against goals and focus product targets 

• Audit and certify appropriate sales points awards with the recognition team.

• Open and close opportunities, accurately update sales tracking spreadsheets, and submit commission worksheets on time.

• Manage and prioritize email inboxes and calendars to ensure prompt responses.

• Develop strong product knowledge and account expertise to effectively correspond with clients and prospects with sales inquiries, questions, and concerns.

• Provide CRM support that may include opening tickets and verifying account level contact data.

• Complete expense reports, as needed.

Special Projects (10%)

• Customized reporting and document support.

• Development of business agendas.

• As assigned by sales representatives.

Qualificaitons (Education, Experience, Certifications & KSA):

• Bachelor’s degree in business, marketing or related field, or an equivalent combination of education and related experience required

• 3 – 4 years of relevant work experience. 

• Sales or sales support experience

• Experience with financial institutions and insurance products preferred

• Ability to obtain required property and casualty, life/health state licenses

• Strong verbal and written communication skills required

• Ability to interact with multiple customers, partners, and stakeholders of all levels of an organization

• Highly self-motivated and goal orientated with the ability to work autonomously with little supervision 

• Strong time management skills and the ability prioritize against completing deadlines

• Ability to use discretion when working with sensitive and confidential information required

• Demonstrated proficiency in working with multiple technologies to accomplish multiple and simultaneous tasks, especially CRM, Excel, Outlook, and Word

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

We offer our employees a robust compensation package! Our