Internal Sales Support @ Ascensus - New York, NY

Job Overview

2 months ago

Internal Sales Support

Ascensus - New York, NY

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.


Position Purpose:

This position is responsible for assisting Sales Consultants with expanding their business opportunities within an assigned territory. The role of the Internal Sales Consultant would include providing plan sponsors and Financial Advisors with product awareness, plan design, technical support and the completion of plan installation calls. The Internal Sales Consultant strengthens the relationships with our partners’ external wholesalers and sales desk. This position is also responsible for generating sales calls/close meetings for their regional sales consultants.

Section 1: Position Summary

The primary purpose of the Internal Sales Consultant is to broaden relationships among our internal and external business partner communities, clients, and prospects. We strive to consistently support and expand critical business development activity and help maximize the growth potential of the Beneco, Part of FuturePlan by Ascensus sales teams to help reach our firm goals. Our vision is to deliver a uniquely better overall business experience while working proactively with our partners to deepen our value as their preferred choice in the marketplace. We aim to propel relationships utilizing our services by improving the overall sales experience along each step of the client and transaction lifecycle toward increased advocacy by our peers and greater brand recognition.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO, clients and prospects.
  • Generate sales calls/close meetings for Sales Consultant to attend.
  • Work closely with supervisor to implement campaigns to help grow business within territory (i.e., blast email, drip campaign, etc.).
  • Manage lead data bases and CRM to generate new leads and prospects.
  • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
  • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
  • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.
  • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
  • To help create a team environment among the sales organization and to progress toward becoming a valuable and accessible extension of the sales consultant. Helping in proactive communication and raising awareness throughout all aspects of the sales and relationship lifecycle.
  • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.
  • To help create and facilitate the delivery of proposals to required parties. To help update and manage the sales lifecycle of the business pipeline. To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
  • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
  • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
  • Performs other duties and special projects as assigned.
  • To develop an increased knowledge of Retirement Plans and our industry through continued training.
  • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Assist with other tasks and projects as assigned

Section 3: Experience, Skills, Knowledge Requirements

  • Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
  • 2-5 years’ experience in sales or customer service-based role
  • Financial services industry a plus
  • Excellent written and oral communication skills
  • Customer service focused
  • Excellent analytical and problem resolution skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Proficiency in MSOffice software applications, specifically Excel
  • Contribute to sales organization by utilizing strong work ethic and team communication.
  • Strong solutions-oriented skills.
  • Must possess excellent interviewing and demonstration skills.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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