Sales Analyst II
Epitec, Inc
Salem, OR
JOB DETAILS
LOCATION
Salem, OR
POSTED
1 day ago
Contract Duration: 12 months, possible extension
Work Arrangement: Remote - Oregon
Summary
The main function of the Sales Analyst is to provide support to the sales team by performing research, planning events and acting as a liaison between Retirement Plan Consultant and internal partners.
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
- 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.
- 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.
- 1-5 Years' Experience
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About the Company
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Epitec, Inc
Epitec is a leading staffing and recruiting services company with a mission to make staffing personal. We go beyond traditional hiring by truly understanding our candidates and matching them with the perfect opportunities. We offer competitive compensation, career growth, and support throughout the entire process. Working with top Fortune 500 companies, we are recognized for our excellence with numerous awards, including Best & Brightest and diversity recognitions. At Epitec, we're redefining the future of employment.
COMPANY SIZE
2,500 to 4,999 employeesINDUSTRY
Staffing/Employment Agencies
EMPLOYEE BENEFITS
Professional Development, 401K, Employee Referral Program, Life Insurance
FOUNDED
1978
WEBSITE
https://epitec.com/