Sales Consultant

A company is looking for a Sales Consultant to join their Sales Team.

Key Responsibilities :

Build and maintain strong advisor relationships and respond to inquiries

Prepare proposals and service agreements while ensuring compliance with company processes

Meet quarterly and annual sales goals while maintaining CRM data

Required Qualifications :

General knowledge of mutual fund asset classes and 401(k) plans

Completion of ASPPA RPF1 & RPF2 exams within one year of hire

Proficient in Microsoft Office

Undergraduate degree and at least two years of sales experience preferred

High-level understanding of ERISA and IRS regulations for defined contribution plans