Sunday, August 25, 2013

Inside Sales Desk Manager - Employee Benefits Jobs

for ASPire Financial Services LLC

in Denver, CO

Job Summary:
The Inside Sales Desk Manager (ISS Manager) will be responsible for recruiting, developing and retaining Inside Sales team, as well as other customer facing phone desk personnel as needed. The Inside Sales teams are organized and trained to support a specific channel of the business. The ISS manager will be responsible to provide individualized instruction and coaching to the Inside Sales team and perform regular meetings and will be responsible for building and implementing plans with the Company's External Sales team and other marketing resources

Reports To: SVP of Sales

Job Accountability:

  • Leadership: Represent our management team in discussions with Internal Specialists (IS), in a professional and positive manner. Convey company news, policies, procedures, requests constructively. Develop strong working relationships with other team leads, Case Management (CM) and Sales Management teams. Show integrity and effective advocacy.
  • Focus on Revenue: Work with IS, CM and Sales Director to watch month-end focus cases for placement
  • Focus on Talent Development: Recruit, develop, retain Internal Sales Specialists
  • Ensure the sales team has sufficient proposal package and supporting materials and marketing materials as needed
  • Demonstrate ability to interpret retirement plan documents
  • Conduct primary and secondary research and collects information to respond to inquiries from customers, field sales/service staff, external and internal auditors or other client advisors requests as needed
  • Under the direction of the SVP of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets
  • Field inbound financial advisor calls and answer questions about products
  • Responsible for taking inbound calls, determining the client need and providing a superior client experience for brokers and financial planners across the United States
  • Participate in sales presentations to further knowledge and development
  • Delivering insight on the market, our products, and the industry to support sales stories and drive revenue for the firm.
  • Profiling clients to identify sales opportunities including - mutual funds, 401(k) plans, etc. Work with management to refine selling skills through on-call coaching and monitoring
  • Create a business plan with external sales force to focus daily activities necessary for reaching territory sales goals, increasing market penetration, and strengthening business relationships through proactive sales calls, value added activities, and minor administrative tasks
  • Generate and distribute customized contract proposals for allocated and unallocated products based on product specifications and broker's needs
  • Leverage technology to support proposal generation and distribution process and ensure data integrity and perform report generation for investment comparisons
  • Provide phone-based support to brokers and external advisors, inclusive of basic website training
  • Any and all other tasks assigned by SVP of Sales
Required Skills/Experience:
  • Bachelor's degree preferred. Minimum of 2-4 years experience in sales environment required. High level competency with Microsoft, Excel and, Power Point required
  • Working knowledge of investments and qualified plans is required.
  • Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required. Proven ability to work in high pressure environment with deadlines. Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills.
  • Sitting, typing and computer monitor viewing for extended periods. Occasional lifting up to 25 pounds. Must be able to type and perform repetitive key strokes. May require 20% travel.

?Apply for this position by email (to Box115836@employeebenefitsjobs.com). Attach your r?sum? to your email, and be sure to specify the title of the job for which you are applying.


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Source: http://employeebenefitsjobs.com/m/job.cgi?n=H115836

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