Internal Sales Consultant

Job Summary

A company is looking for an Internal Sales Consultant.

Key Responsibilities:

• Create proposals and service quotes
• Schedule and document notes from sales meetings
• Find and qualify new Advisors that fit the service model

Required Qualifications, Training, and Education:

• Experience with Microsoft applications required
• Self-motivated with strong organizational skills
• Ability to take direction from multiple parties
• Participation in all sales staff meetings/trainings
• Reading of journals related to financial planning, specifically retirement plans