The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.

Job Functions, Essential Duties and Responsibilities

  • Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity.
  • Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network
  • Manage prospects throughout the sales cycle, resulting in closed business.
  • Develop and strengthen relationships with key advisors and centers of influence.
  • Deliver sales presentations to key advisors primarily via phone and web presentations.
  • Schedule meetings for External partner(s) with key prospects and producers.
  • Develop and share proactive sales techniques that lead to increased revenue.
  • Professionally represent Ascensus at conferences and educational forums.
  • Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services.
  • Be able to delegate and provide direction to team Sales Associates.
  • Mediate and resolve escalated client service issues when necessary for producers.
  • Assist in the creation and management of the territory travel rotation.
  • Assist in the development of territory business plans.
  • Identify ways to attract and retain new clients.
  • Manage all business and sales related information within CRM – Microsoft Dynamics
  • Work and thrive independently with little to no supervision

Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in business or related field or equivalent work experience
  • 1-3 years’ experience in the retirement industry
  • Excellent written and oral communication skills
  • Demonstrated ability to influence decision makers
  • Demonstrated understanding of social selling concepts and practices
  • Excellent presentation skills
  • Exceptional attention to detail
  • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
  • Excellent analytical and problem resolution skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Able to effectively render sound advice and judgment within company guidelines and ERISA rules
  • Proficiency in MSOffice software applications, specifically Excel
  • Experience with CRM – Microsoft Dynamics and/or Salesforce.com
  • Ability to manage pipeline information and reports, data, and insights of a sales territory
  • Proven ability to generate revenue and drive sales growth

The national average salary range for this role is  $45K-90K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

Work Level
Junior, Mid
Employment Type
Full-time, Remote
Company Name
Ascensus
Industry
Accounting | Finance | Banking
Company size
1K-5K employees
Location
Remote

EDI Calendar 2024

January

Month-long observances:

  • National Mentoring Month
  • Poverty in America Awareness Month
  • Slavery and Human Trafficking Awareness Month

Important January EDI calendar dates:

    • January 1 – New Year’s Day
    • January 4 – World Braille Day
    • January 7 – Coptic Orthodox Christmas
    • January 25 – Mahayana New Year (Buddhist)
    • January 13 – Maghi (Sikh)
    • January 21 – World Religion Day
    • January 15 – Martin Luther King, Jr. Day
    • January 24 – International Day of Education
    • January 26 – International Customs Day
    • January 27 – International Holocaust Remembrance Day
February

Month-long observances:

  • American Heart Month
  • Black History Month

Important February EDI calendar dates:

    • February 1 – National Freedom Day
    • February 2 – Groundhog Day
    • February 4 — Rosa Parks Day
    • February 6 — Safer Internet Day
    • February 10 — Lunar New Year (Year of the Dragon)
    • February 11 – International Day of Women & Girls in Science
    • February 12 – International Epilepsy Day
    • February 13 – Mardi Gras
    • February 14 – Ash Wednesday
    • February 14 – Valentine’s Day
    • February 15 – Nirvana Day (Buddhist)
    • February 15 – International Childhood Cancer Day
    • February 17 – Random Acts of Kindness Day
    • February 19 – Family Day (Canada)
    • February 19 – President’s Day (USA)
    • February 20 – World Day of Social Justice
March

Month-long observances:

  • Developmental Disabilities Awareness Month
  • Ethnic Equality Month
  • Gender Equality Month
  • Greek-American Heritage Month
  • Irish-American Heritage Month
  • National Colon Cancer Awareness Month
  • National Kidney Month
  • National Multiple Sclerosis Awareness and Education Month
  • National Women’s History Month

Important March EDI calendar dates:

    • March 1 – Employee Appreciation Day
    • March 8 – International Women’s Day
    • March 8 – Maha Shivarati (Hindu)
    • March 10 –  Ramadan begins (Islam)
    • March 10 – Harriet Tubman Day (USA)
    • March 14 – Pi π Day
    • March 14 – Equal Pay Day
    • March 15 – International Day to Combat Islamophobia
    • March 17 – St. Patrick’s Day
    • March 21 – World Down Syndrome Day
    • March 23 – Purim (Jewish)
    • March 25 – International Day of Remembrance of the Victims of Slavery and the Transatlantic Slave Trade
    • March 24 – Palm Sunday (Christian)
    • March 25 – Holi (Hindu)
    • March 29– Good Friday (Christian)
    • March 31 – International Transgender Day of Visibility
    • March 31 – Easter (Christian)
    • March 31 – César Chávez Day (USA)
April

Month-long observances:

  • Arab-American Heritage Month
  • Autism Awareness Month
  • Celebrate Diversity Month
  • Earth Month
  • National Child Abuse Prevention Month
  • National Volunteer Month

Important April EDI calendar dates:

    • April 2 – World Autism Awareness Day
    • April 5 – Laylat al-Qadr (Muslim)
    • April 7 – World Health Day
    • April 9 – Eid-al-Fitr/End of Ramadan (Muslim)
    • April 12 – National Day of Silence (LGBTQ+)
    • April 21 – Start of Ridvan (Baha’i)
    • April 22 – Passover begins (Jewish)
    • April 22 – Earth Day
    • April 24 – Administrative Professionals Day
    • April 28 –World Day for Safety and Health at Work
    • April 30 – Passover ends
May

Month-long observances:

  • ALS Awareness Month
  • Haitian Heritage Month
  • Indian Heritage Month
  • Jewish-American Heritage Month
  • Mental Health Awareness Month
  • National Asian American and South Pacific Islander Heritage Month
  • Older Americans Month
  • South Asian American Heritage Month

Important May EDI calendar dates:

    • May 5 – Cinco de Mayo
    • May 5 – Yom Hashoah (Jewish)
    • May 12 – Mother’s Day
    • May 17 – International Day Against Homophobia, Transphobia and Biphobia
    • May 19 – Malcolm X Day (USA)
    • May 20 – Victoria Day (Canada)
    • May 20 – International Human Resources Day
    • May 21 – World Day for Cultural Diversity for Dialogue and Development
    • May 23 – Declaration of the Bab (Baha’i)
    • May 26 – Arbor Day
    • May 29 – Ascension of Baha’u’llah (Baha’i)
    • May 27 – Memorial Day
June

Month-long observances:

  • Alzheimer’s and Brain Awareness Month
  • Black Music Month
  • National Caribbean American Heritage Month
  • Pride Month (LGBTQ+)

Important June EDI calendar dates

    • June 5 – World Environment Day
    • June 9 – Race Unity Day
    • June 12 – Loving Day
    • June 16 – Eid al-Adha (Muslim)
    • June 16 – Father’s Day
    • June 19 – Juneteenth
    • June 20 – World Refugee Day
    • June 20 – Litha, Summer Solstice (Pagan)
    • June 21 – National Indigenous Peoples Day (Canada)
    • June 23 – Public Service Day
    • June 24 – St-Jean-Baptiste Day (Quebec)
    • June 27 – Helen Keller Day (USA)
    • June 28 – Pride Day (LGBTQ+) (varies by city and country)
July

Month-long observances:

  • French-American Heritage Month

Important July EDI calendar dates

    • July 1 – Canada Day (Canada)
    • July 4 – Independence Day (USA)
    • July 7 – Al-Hijra begins (Muslim)
    • July 9 – Martyrdom of the Bab (Baha’i)
    • July 11 – World Populace Day
    • July 14 – Bastille Day
    • July 18 – International Nelson Mandela Day
    • July 24 – Pioneer Day (Mormon)
    • July 24 – International Self-Care Day
    • July 26 – National Disability Independence Day (commemorates the signing of the Americans With Disabilities Act)
    • July 28 – Parents’ Day (USA)
    • July 30 – International Day of Friendship
August

Month-long observances:

  • National Civility Month

Important EDI calendar dates:

    • August 7 – Purple Heart Day
    • August 9 – International Day of the World’s Indigenous People
    • August 13 – Left-Handers Day
    • August 17 – Marcus Garvey Day (Jamaican)
    • August 19 – World Humanitarian Day
    • August 21 – Senior Citizens Day
    • August 26 – Women’s Equality Day
    • August 26 – Krishna Janmashtami (Hindu)
September

Month-long observances:

  • Hispanic Heritage Month
  • National Guide Dog Month
  • Suicide Prevention Month

Important September EDI calendar dates:

  • September 2 – Labor Day
  • September 5 – International Day of Charity
  • September 10 – World Suicide Prevention Day
  • September 10 – Grandparents’ Day
  • September 11 – Patriot Day (U.S.A.)
  • September 15 – International Day of Democracy
  • September 16 – Mexican Independence Day
  • September 18 – International Equal Pay Day
  • September 21 – International Day of Peace
  • September 21 – World Gratitude Day
  • September 22 – American Business Women’s Day
  • September 26 – HR Appreciation Day
  • September 27 – National Native American Day
  • September 30 – National Day for Truth & Reconciliation (Canada)

 

October

Month-long observances:

  • Breast Cancer Awareness Month
  • Bullying Prevention Month
  • Domestic Violence Awareness Month
  • Filipino-American Heritage Month
  • German-American Heritage Month
  • Italian-American Heritage Month
  • LGBTQ History Month
  • National Work and Family Month
  • Polish-American Heritage Month
  • Family History Month

Important October EDI calendar dates:

    • October 2 – International Day of Nonviolence
    • October 2 – Rosh Hashanah begins (Jewish)
    • October 3 – Navrati begins (Hindu)
    • October 10 – World Mental Health Day
    • October 11 – National Coming Out Day (LGBTQ+)
    • October 11 – Yom Kippur (Jewish)
    • October 14 – National Indigenous Peoples’ Day (United States)
    • October 14 – Thanksgiving Day (Canada)
    • October 16 – Sukkot (Jewish)
    • October 16 – Bosses’ Day
    • October 19 – Spirit Day (LGBTQ+ anti-bullying)
    • October 20 – Birth of the Bab (Baha’i)
    • October 20 – Sikh Holy Day (birth of Guru Granth)
    • October 21 – Waste Reduction Week
    • October 22 – International Stuttering Awareness Day
    • October 31 – Halloween
    • October 31 – Diwali (Hindu)
November

Month-long observances:

  • Diabetes Awareness Month
  • National Native American, American Heritage Month

Important EDI calendar dates:

    • November 1-2 – Dia de Muertos
    • November 1 – All Saints’ Day (Roman Catholic)
    • November 1 – National Stress Awareness Day
    • November 2 – All Souls’ Day
    • November 5 – Election Day (USA)
    • November 9 – World Freedom Day
    • November 9 – World Adoption Day
    • November 11 – Remembrance Day
    • November 11 – Veterans Day
    • November 12 – Birth of Baha’u’llah (Baha’i)
    • November 13 – World Kindness Day
    • November 16 – International Day for Tolerance
    • November 19 – International Men’s Day
    • November 20 – Transgender Day of Remembrance
    • November 20 – World Children’s Day (Human Rights, U.N.)
    • November 28 – Thanksgiving
    • November 25 – Day of the Covenant (Baha’i)
    • November 27 – Ascension of Abdu’l-Baha (Baha’i)
December

Month-long observances:

  • HIV/AIDS Awareness Month
  • Universal Human Rights Month

Important December EDI calendar dates:

    • December 1 – World AIDS Day
    • December 3 – International Day for People with Disabilities
    • December 3 – Giving Tuesday (USA)
    • December 5 – International Volunteer Day
    • December 7 – Pearl Harbor Remembrance Day (USA)
    • December 9 – International Genocide Prevention Day
    • December 10 – International Human Rights Day
    • December 18 – International Migrants Day
    • December 21 – Yule Winter Solstice (Pagan)
    • December 25 – Christmas (Christian)
    • December 25 – Hanukkah begins at sunset (Jewish)
    • December 26 – Kwanzaa week (Celebration of African Customs & Cultures)
    • December 26 – Boxing Day
    • December 31 – New Year’s Eve
    • January 2, 2025 – Hanukkah ends at sunset (Jewish)

Please note that while we have attempted to include all important diversity and inclusion dates in this calendar, we do not claim completeness and regret if an important date has escaped our attention. We appreciate any feedback or comments that contribute to completeness. Thank you for your understanding.

Let’s continue to recognize and celebrate diversity and inclusion throughout the year and work towards creating an inclusive environment for all.

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