Internal Sales Specialist

Beneco, now part of FuturePlan by Ascensus®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to empower them to build their businesses, while helping their valued workers build a secure and prosperous future for their families. We are a group of committed and talented individuals who work together as one high-performance unit with a positive attitude and a strong sense of shared responsibility for winning as a team. Through development, coaching, feedback, and recognition, we work hard to provide an environment that taps into each of our employees’ unique awesomeness and unlocks their potential. We take care of our own, so that they can take care of our clients.

Position Purpose:

This position is responsible for assisting Sales Consultants with expanding their business opportunities within an assigned territory. The role of the Internal Sales Consultant would include providing plan sponsors and Financial Advisors with product awareness, plan design, technical support and the completion of plan installation calls. The Internal Sales Consultant strengthens the relationships with our partners’ external wholesalers and sales desk. This position is also responsible for generating sales calls/close meetings for their regional sales consultants.

Section 1: Position Summary

The primary purpose of the Internal Sales Consultant is to broaden relationships among our internal and external business partner communities, clients, and prospects. We strive to consistently support and expand critical business development activity and help maximize the growth potential of the Beneco, Part of FuturePlan by Ascensus sales teams to help reach our firm goals.  Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing our services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition.

Section 2: Job Functions, Essential Duties and Responsibilities

• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO, clients and prospects.

• Generate sales calls/close meetings for Sales Consultant to attend.

• Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.).

• Manage lead data bases and CRM to generate new leads and prospects.

• Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. 

• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.

• Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.

• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.

• To help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant. Helping in proactive communication and raising awareness throughout all aspects of the sales and relationship lifecycle.

• To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.

• To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.

• Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.

• Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.

• Performs other duties and special projects as assigned.

• To develop an increased knowledge of R