Internal Sales Consultant

Job Summary

A company is looking for an Internal Sales Consultant to support the sales department with various tasks and responsibilities.

Key Responsibilities:

• Create proposals and service quotes
• Maintain sales department deadlines and document meeting notes
• Qualify new Advisors and initiate contact for meeting opportunities

Required Qualifications:

• Experience with Microsoft applications
• Strong organizational skills
• Self-motivated with the ability to take direction from multiple parties
• Participation in sales staff meetings and trainings
• Reading of financial planning journals, specifically related to retirement plans