Internal Wholesaler III
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds:
high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Section 1:
Position Summary The primary purpose of the Internal Wholesaler is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan 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 FuturePlan 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. Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) Conducts sales and product presentations to all intermediaries. Provide coaching and guidance to overall Sales Team 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 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 Retirement Plans, plan design and our industry through continued training. Efficiently use all internal systems, resources and tools including:
Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. 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. Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. Assist with other tasks and projects as assigned Supervision N/A Section 3:
Experience, Skills, Knowledge Requirements Associate or Bachelor's degree in Business, Marketing, Sales or equivalent combination of education and experience. 6
years' experience in the retirement industry 6
years' experience in the financial services industry Excellent written and oral communication skills Customer service focused Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations Excellent analytical and problem resolution skills Ability to work well under pressure with multiple priorities and deadlines Able to effectively render sound advice and judgment within company guidelines and ERISA rules Proficiency in MSOffice software applications, specifically Excel Contribute to sales organization by utilizing strong work ethic and team communication. Strong solutions-oriented skills. Must possess excellent interviewing and demonstration skills.
Salary Range:
$100K -- $150K
Minimum Qualification
SalesEstimated Salary: $20 to $28 per hour based on qualifications.
high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Section 1:
Position Summary The primary purpose of the Internal Wholesaler is to broaden relationships among our internal and external business partner communities. We strive to consistently support and expand critical business development activity and help maximize the growth potential of FuturePlan 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 FuturePlan 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. Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) Conducts sales and product presentations to all intermediaries. Provide coaching and guidance to overall Sales Team 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 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 Retirement Plans, plan design and our industry through continued training. Efficiently use all internal systems, resources and tools including:
Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. 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. Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year. Assist with other tasks and projects as assigned Supervision N/A Section 3:
Experience, Skills, Knowledge Requirements Associate or Bachelor's degree in Business, Marketing, Sales or equivalent combination of education and experience. 6
years' experience in the retirement industry 6
years' experience in the financial services industry Excellent written and oral communication skills Customer service focused Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations Excellent analytical and problem resolution skills Ability to work well under pressure with multiple priorities and deadlines Able to effectively render sound advice and judgment within company guidelines and ERISA rules Proficiency in MSOffice software applications, specifically Excel Contribute to sales organization by utilizing strong work ethic and team communication. Strong solutions-oriented skills. Must possess excellent interviewing and demonstration skills.
Salary Range:
$100K -- $150K
Minimum Qualification
SalesEstimated Salary: $20 to $28 per hour based on qualifications.
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