Job Title: Sales Analyst
Location: Fully Remote
Duration: 12 months Assignment
Shift/Hours: 40hours/week, TZ flexibility may require working in PST or EST.
 
Job Responsibilities:

• Coordinate proposal responses including pricing, proposal generation, fulfillment and quality control.
• Assist in the onboarding of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team.
• Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement.
• Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company.
• Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity.
• Populate and maintain database of competitor pricing and capabilities.

Skills/Qualifications:

• Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
• Ability to work independently and manage one’s time.
• Basic mentoring skills necessary to provide support and constructive performance feedback.
• Knowledge of principles and methods for showing, promoting, and selling products or services.

Education/Experience:

• Bachelor’s degree required.
• Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment.
• Prefer some experience with securities or retirement plans sales.
• 1-2 Years' Experience.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 22.66/hr.