Internal Sales Consultant
NBT BankSan Jose, CA, US1 day ago
Job type
- Full-time
- Part-time
Job descriptionAbility to read and interpret documents such as plan documents, agreements, procedures manuals and technical procedures. Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be proactive in problem identification and resolution. Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word, Access, Excel, and PowerPoint. Must be comfortable with the use of web-based applications. Must be familiar with and proficient in contact management software. 35% Coordinate calendar for assigned consultants including travel, and client meetings. Use the CRM system as a tool for maintaining calendars and scheduling tasks. Contact clients and outside advisors to schedule annual plan review meetings and employee education meetings. Make travel arrangements for consultant including air flights, car rentals and hotel reservations. 35% Prepare annual plan review materials and employee education materials as requested. Manage the completion of outcomes from annual review meetings with clients with other teams and advisors, as needed. 15% Assist consultants with managing the onboarding of new clients to EPIC RPS. Gather and coordinate signatures on all new client paperwork. 10% Maintain sales and consulting office equipment, and supplies. Assist Internal Sales Consultant while out of office or with special projects. Assist with planning special client events if needed. 5% Performs other tasks as assigned. Communicate effectively with internal and / or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. Parental Leave : Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage : Ensuring your overall health and well-being. Flexible Spending Accounts : For healthcare and dependent care expenses. Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits : Including hospital, accident, and critical illness coverage. Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance : Supporting your growing family. Tuition Reimbursement : Invest in your education and career growth. Employee Assistance Program (EAP) : Access to support and resources. Financial and Banking Services : Various benefits and financial planning assistance. Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave : Six weeks of paid leave at 100% of your salary. Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future. Paid Sick and Safe Leave : For your health and safety. Employee Assistance Program (EAP) : Access to support and resources. Financial and Banking Services : Various benefits and financial planning assistance.
Partner Support Specialist
The primary purpose of this position is to partner with internal sales consultants, clients, prospects and internal departments to provide support.
Education and Experience :
- Associate degree and one (1) year experience or equivalent combination of education and experience
- Possess an understanding of the retirement plan industry is preferred
Skills and Abilities :
Tasks Performed :
Physical Requirements :
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees :
Benefits for Part-Time Employees Working 20+ Hours / Week :
Benefits for All Part-Time Employees :
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
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Internal Sales Consultant • San Jose, CA, US
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