PAi, an Ascensus® company, is an industry-leading third-party administrator and recordkeeper specializing in 401(k) plans for micro and small businesses nationwide. Our flexible retirement plan options accommodate companies of all sizes—from owner-only businesses to those with hundreds of employees. Since 1983, we have helped people successfully save for retirement by changing retirement outcomes with participant-focused, easy-to-manage 401(k) services. PAi’s CoPilot recordkeeping services feature Years of Retirement calculations, allowing savers to see exactly how many years their savings can buy, and an event-based alert system that keeps participants on track by sending updates along the way. See how CoPilot is changing the retirement conversation.

***This position is 100% remote, no travel required. No prior sales experience required, training provided.***

Job Summary

Drives retirement plan sales through prospecting and outbound sales calls utilizing strong relationship building skills, product knowledge and sales techniques.

Competencies:

• Team Success
• Customer/Client Focus
• Personal Credibility
• Applied Learning
• Analytical Agility

Core Responsibilities:

• Meets or exceeds daily call quotas and quarterly sales goals and metrics
• Establishes and maintains relationships with designated referral partners while prospecting clients and making proactive sales calls to acquire new business
• Answers inbound sales calls regarding PAi products and service
• Effectively communications with potential clients to identify needs in order to close sales quickly utilizing provided sales training and procedures
• Uses CRM to track sales activity and prioritize follow up tasks
• Works through sales leads with limited detail and direction and conducts appropriate follow-up activity to support the partner needs, maintain relationships and drive sales
• Demonstrates an understanding of the product portfolio features and benefits and sells solutions
• Offers and conducts informational webinars to reach prospects most efficiently
• Seeks knowledge for continuous improvement related to industry changes, market trends and product offerings and provides education and feedback to clients, partners and team members
• Learns from previous experience to improve and better drive retirement plan sales

Job Requirements:

• Regular attendance and punctuality
• Ability to work autonomously or as part of a team
• Ability to work in a fast-paced, change driven environment
• Adherence to all company policies and procedures

Minimum Qualifications:

• Prior sales experience not required but would be a plus
• for internal applicants only: the above requirement is waived
• Self-starter with demonstrated passion for sales
• Excellent verbal, written and interpersonal communication skills
• Excellent analytical, multitasking skills and detail orientation
• Self-learner continuously seeking to improve knowledge, skills and abilities

Preferred Qualifications:

• Fluent in English and Spanish
• Sales experience in the financial industry

ADA requirements:

• Sedentary position frequently required to sit
• Requires frequent speaking and listening
• Ability to use hands/fingers to operate office equipment such as phone and computer
• Requires frequent use of vision for reading and writing (close proximity, color, and ability to adjust focus)

DISCLAIMER

The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Equal Employment Opportunity Policy:

PAi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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.