Sales Consultant

Reposted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Pennsylvania, USA
Remote
Senior level
Financial Services
The Role
Drive new business and relationships with plan sponsors and strategic partners in the prevailing wage market. Perform needs analyses, coordinate wholesaling with internal sales, retain existing business, present ERISA and fiduciary solutions, and maintain product and industry knowledge while protecting confidential client data. Requires overnight travel and proficiency with PC/CRM/web tools.
Summary Generated by Built In

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.

Section 1: Position Summary

The Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for Beneco.  This professional will drive sales with plan sponsors and strategic partners in the prevailing wage market to meet assigned sales goals.  Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with Internal Sales Consultants and local partners to drive sales and marketing.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Ability to learn multiple platform/product solutions; assist Plan Sponsors with a “needs analysis” to ensure the appropriate solution
  • Ability to discuss industry trends with strategic partners and prospective clients
  • Strong, in-depth ERISA and plan design knowledge
  • Strong knowledge of key competitors with the ability to highlight our competitive advantages in the prevailing wage market
  • Establish and maintain productive, working relationships with strategic partners with the goal of earning their retirement plan and health business.
  • Coordinate wholesaling efforts with Beneco Internal Sales to maximize coverage and effectiveness
  • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
  • Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers
  • Assist existing employers and Financial Advisors in the retention of current business (as needed)
  • Excellent written and oral communication skills
  • Assist with other tasks and projects as assigned
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • A minimum of 5 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry.
  • Prevailing Wage or Construction industry experience preferred
  • Proven successful sales experience of employee benefits services
  • Overnight travel is required
  • Superior time management skills required
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Proficient in PC, CRM and web applications.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Skills Required

  • Minimum of 5 years' experience in the retirement plan industry or 3-5 years' business development experience in the retirement plan industry
  • Proven successful sales experience of employee benefits services
  • Strong, in-depth ERISA and plan design knowledge
  • Ability to learn multiple platform/product solutions and perform needs analyses for Plan Sponsors
  • Ability to discuss fiduciary solutions, mutual fund share classes, and operating expenses impact
  • Ability to discuss industry trends and competitor positioning in the prevailing wage market
  • Overnight travel required
  • Superior time management skills and ability to operate effectively in a fast-paced, unsupervised environment
  • Proficient in PC, CRM and web applications
  • Excellent written and oral communication skills
  • Responsible for protecting, securing, and proper handling of confidential data
  • Prevailing Wage or Construction industry experience
  • Maintain current industry, technical and product knowledge; complete reports and special tasks as requested
  • For virtual remote roles: uninterrupted virtual workspace and minimum 25 Mbps internet speed

Ascensus Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.

  • Flexible Benefits Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
  • Healthcare Strength Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
  • Parental & Family Support Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.

Ascensus Insights

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The Company
HQ: Dresher, PA
4,629 Employees
Year Founded: 1980

What We Do

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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