Position Details

Salary $69K – $91K USD / year

Type Full-Time

Experience mid

Exp. Years Not specified

Education Not specified

Category Sales & Business Development

About this role

Support retirement sales objectives by performing prospect research, data analysis, and recommendations needed for prospect presentations, RFPs, and RFIs. Help build sales strategy for pooled plans and single employer plans and support the pricing process including fund research and fund mapping.

Key Responsibilities

Conduct research on every prospect and build sales strategy for pooled plans and/or single employer plans
Oversee pricing process including fund research, fund mapping and special pricing for NFP’s and large corporate prospects
Manage the RFP and RFI process by reviewing, analyzing, and recommending changes
Support prospect presentations with data analysis and recommendations
Collaborate with Sales Executive to develop and execute sales strategy

Technical Overview

This role is not software engineering; it is sales support focused on structured research, pricing analysis, and proposal/RFP workflow management for retirement plan opportunities.

Ideal Candidate

The ideal candidate is a sales support professional focused on retirement plans who can execute prospect research, pricing analysis, and proposal support. They are strong at managing RFP/RFI processes and partnering with Sales Executives to develop sales strategies for pooled plans and single employer plans.

Must-Have Skills

Contribute to achievement of sales objectivesConduct research on every prospect and work with Sales Executive to build a sales strategy for pooled plans and/or single employer plansOversee the pricing processincluding fund researchfund mapping and special pricing for NFP’s and large corporate prospectsManage the RFP and RFI process by reviewinganalyzingand recommending responses/changes for prospect presentations

Required Skills

data analysisprospect researchsales strategyRFP (Request for Proposal)RFI (Request for Information)pricing processfund researchfund mappingspecial pricingpooled planssingle employer plansprospect presentations

Hard Skills

data analysisprospect researchsales strategy developmentRFP (Request for Proposal)RFI (Request for Information)pricing processfund researchfund mappingspecial pricingpooled planssingle employer plansproposal preparationRFP and RFI review and analysisrecommendation for prospect presentations

Soft Skills

collaboration with Sales Executivecommunication for prospect presentationsstakeholder managementresearch and analysisrecommendations for sales strategy

Industry & Role

Industry Insurance

Job Function Deliver sales support operations for retirement prospects through research, pricing analysis, and RFP/RFI management.

Role Subtype Customer Success Manager

Keywords for Your Resume

Sales Consultant (Retirement)retirementSales SupportSales Support / Operationssales objectivesdata analysisprospect researchRFPRequest for ProposalRFIRequest for Informationpricing processfund researchfund mappingspecial pricingpooled planssingle employer plansNFPlarge corporate prospectsprospect presentationssales strategy

Deal Breakers

Demonstrated ability to manage RFP and RFI processes, Experience with pricing process including fund research and fund mapping, Ability to conduct prospect research and support sales strategy development

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