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Internal Sales Specialist

6/11/2025

Remote

Job Summary

A company is looking for an Internal Sales Specialist.

Key Responsibilities
  • Provide telephone support to financial advisors, TPA's, and the external sales team
  • Generate proposals and build sales materials to support the sales team
  • Coordinate and maintain business processes through Salesforce.com CRM
Required Qualifications
  • Understanding of the retirement plan marketplace
  • Bachelor's Degree and 1-3 years of experience
  • Proficient in PowerPoint and Excel
  • Excellent project management skills
  • Polite and professional telephone and follow-up skills

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