Sales Consultant
Tacoma, WA, United States
Title **Sales Consultant**
Position Sales Consultant Description **Career Opportunity**
**Job Description**
Sales Consultants are knowledgeable professionals focused on business development. They identify leads, develop new business opportunities, scope prospective client engagements, submit proposals to prospective clients, and win new business opportunities for the organization.
Sales Consultants routinely meet with prospective clients and centers of influence, both online and in person, to evaluate business needs and objectives. They prepare service proposals based on those business needs and objectives.
Sales Consultants manage the business development process from lead identification to closure. They may also work with clients in a limited capacity through the implementation and transition management process.
Sales Consultants understand relevant technical and compliance requirements, along with the anticipated effort services require, to scope services competitively and profitably.
Position Requirements **Education/Experience**: Bachelor's degree or higher. 2+ years of experience in sales or business development. 2+ years of experience working with retirement plans preferred. Relevant certifications from the American Society of Pension Professionals and Actuaries (ASPPA), National Institute of Plan Administrators (NIPA), or other professional organizations are a plus.
**Skills**: Client Service, Computer Literacy, Financial Literacy, Oral Communication, Project Management, Reading Comprehension, Sales, Time Management, Written Communication
**Technical Competencies**: Advanced knowledge of Microsoft Excel. Experience with Microsoft Dynamics 365 a plus.
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