Series 6 & 63 Licensed Inside Sales Rep

Job Summary

A company is looking for an Inside Sales Representative for Retirement Services.

Key Responsibilities:

• Collaborate with external and internal sales teams to exceed sales goals
• Conduct outbound calls to prospective clients and follow up on leads
• Support onboarding experiences for new Plan Sponsors and conduct targeted lead generation campaigns

Required Qualifications:

• College degree or equivalent work experience
• Series 6 & 63 licenses required
• Experience in DC Retirement Plan Administration/Document is a plus
• Strong organizational skills
• Independent self-starter who thinks proactively