Internal Sales Associate - Internal Posting

Job Description
Are you ready to play a critical role in supporting our high-preforming sales team and keeping our sales operations running at full speed? This role puts you at the center of the action - managing key data, supporting top sales leaders, and helping drive real revenue growth. If that sounds like your kind of challenge, we want to hear from you!

Who We Are:

Trinity Pension Consultants, Inc., is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering highly effective administration and compliance solutions for their employer sponsored retirement plans.


What Our Internal Sales Associates are responsible for:

Corporate Responsibilities
• Support, complement, lead and influence Trinity's entire corporate philosophy, including but not limited to the following:

• "Trinity Philosophy" pyramid

• Purpose, mission, vision, Fusion, Real Business, Primary Question Dream

• Long-term Vision

• Short-term Priorities

• Trinity Cultural Values

• Raving Fans Service

General Responsibilities

• Provides support to Regional Vice President - Retirement Sales (RVP) in Level 3, 4, and 5 territories.
• Daily check-in with each assigned.
• Weekly check-in with Head of Sales.
• Provides daily updates to Salesforce on behalf of RVPs.
• Research, validate, and enter information for Advisor Contacts, New Opportunities, and New Client Paperwork.
• Maintain and update Contracts, Opportunity Status, Meetings, etc. to ensure accurate hierarchies and reporting outputs.
• Publish reports to monitor key metrics and data points to use in regular update meetings with RVPs to help organize RVP schedule to maximize revenue opportunities.
• Curates Advisor contact data to publish territory specific marketing message once a month.
• Provides marketing support to RVPs.
• Maintain and update Salesforce, PensionPro, and other systems with work / project status.
• Assist in special projects as assigned.
• Follow policies and procedures.
• Other duties as assigned.

Requirements
• Residence in Northeast Ohio.
• Bachelor's degree or an equivalent combination of education and experience
• One-year office work experience preferred.
• Strong communication skills (written and verbal).
• Understanding of administrative and clerical procedures and systems.
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
• Demonstrated attention to detail, multi-tasking and prioritizing skills.
• Demonstrated, high-level client service skills.
• Excellent general PC skills. Proficient with MS Office suite.
• Highly motivated self-starter with good problem-solving skills and the ability to work independently.

Benefits

In return, Trinity Pension Consultants offers:

• Paid Time Off (PTO)
• 401(k) retirement plan
• Medical, Dental, Vision, H.S.A. effective Day 1
• Life Insurance, LTD, STD
• PTO Purchase
• Summer Fridays

Are you ready to join our team?

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

At this time, we are not considering candidates that need immigration sponsorship now or in the future or those needing work authorization for this role.