Summary:
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.
Job Responsibilities:
• 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
Skills/Qualifications:
• 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.
Education/Experience:
• 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.
• 0-5 Years' Experience
Benefits:
Paid sick leave, Medical/Dental (optional), 401 (k) Retirement Plan (optional), Employer Paid Life Insurance, Employer Paid Short Term Disability, Optional Life Insurance.
ELYON International, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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What We Do
ELYON International is a premier management consulting firm with a diverse list of both government and commercial customers. ELYON International provides comprehensive management consulting, information technology, geospatial and professional support services that enable our customers to meet their goals and exceed performance objectives. Ingrained in the ELYON culture is a commitment to excellence that resonates throughout our valued employees and clients. We are committed to nourishing longstanding and fulfilling careers for our employees that builds on a strong life-work balance, opportunity for advancement and continuous improvement through training opportunities. ELYON has emerged as a trusted name for Government and commercial sector customers. ELYON International’s President is the recipient of various leadership awards including the 2009 Oregon Minority Small Business Person of the Year award, presented by the SBA’s Portland, Oregon District. ELYON International specializes in the disciplines of Information Technology support, Enterprise Geographic Information Systems, Program and Project Management, and Professional Staffing. Using proven principals and methodologies that begin with a focus on customer satisfaction, the ELYON International Team provides solutions and services to assist government and commercial organizations in meeting and exceeding their business goals
