Internal Sales Consultant

Greensboro, North Carolina

Internal Sales Consultant

  • Greensboro, North Carolina
  • Full time
  • Opening on: Apr 29 2025
  • Hybrid
  • Ascensus

The Internal Sales Consultant within the Institutional Business Development team provides collaborative support for the Institutional Business Development team that is focused on selling selective and full outsourcing partnerships. This role maintains and proactively updates pipeline reporting and provides prospect research. 

 

Section 2: Job Functions, Essential Duties and Responsibilities 

  • Help to identify and qualify institutional prospects
  • Partner with Institutional Business Development, Corporate Development and Marketing to develop lists of appropriate prospects 
  • Perform and outline detailed research on institutional prospects 
  • Ability to learn multiple platform/product solutions 
  • Collaborate with the institutional marketing team to promote selective and full outsourcing capabilities 
  • Assist Institutional Business Development to track and report on sales and marketing activities 
  • Coordinate and assist with responses to RFPs and SDRs as needed 
  • Collaborate with internal resources to track and report on institutional business across business lines 
  • Team-oriented, collaborative approach including partnering with executive leadership 
  • Develop trusted relationships internally and externally  
  • Attend company and industry conferences 
  • Understand marketplace trends, ensure Ascensus is appropriately positioned 
  • Strong knowledge of key competitors 
  • Strong Excel and PowerPoint skills 
  • Driven to win: pro-active and self-motivated 
  • Remain current on industry, technical and product knowledge
  • Complete management reports, expense reports and other special tasks as requested 
  • Support and partner with the operations and product leaders to empower efficient processes to develop and deliver exceptional products and partner solutions 
  • 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 partners.
  • Embody Ascensus Core Values of People Matter, Quality First and Integrity Always® on a day-to-day basis 

Supervision   

  • N/A 

 

Section 3:  Experience, Skills, Knowledge Requirements  

  • Bachelor’s Degree or equivalent experience 
  • Minimum 5 years of experience in the retirement plan industry 
  • Proven successful sales experience of retirement plan recordkeeping and administrative services 
  • Ability to operate effectively in a fast-paced, unsupervised environment 
  • Strong, in-depth ERISA and retirement plan knowledge 
  • Excellent written and oral communication skills 

 

We are proud to be an Equal Opportunity Employer 

 

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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