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    Internal Sales Consultant

    Ascensus

    🇺🇸 United States
    Remote
    Financial
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    Posted Today
    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them.

    As a provider and partner, Newport is independent, experienced, and responsive.Job Summary: Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

    Assists Regional Directors (External Sales Team) in all aspects of maintaining/creating new relationships with Retirement Advisors. Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business. Makes outbound calls as necessary. Partners with Regional Directors to maximize territory coverage and market penetration.

    Gathers necessary marketing data to assist in identifying and updating information on prospective clients and competition. Provides marketing support, including proposal preparation and RFP (Request for Proposal) response assistance.

    Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Works with internal operations partners to support the post-sales functions including: Coordinating contracts, conversion process, investment lineup and mapping Communicating directly with other departments (Documents, Conversions, Operations, etc.)

    Regular, reliable and punctual attendance Management

    ResponsibilitiesNoneRequired Education, Experience and Certificates, Licenses, Registrations Bachelor’s degree in Finance, Economics, Business or related

    Selling Motion

    Prospecting

    Channel / Partner

    Sell through partners, resellers, or alliances

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Territory

    Geographic

    Region-based territory assignment

    Requirements at a Glance

    Bachelor's Degree·Required
    Prospecting·Required skill

    Typical Day — Sales Rep

    Outreach calls30–50/day
    Email sequences20–40/day
    Client meetings3–5/week

    Estimates based on role type and selling motion — actual may vary by company.

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    Internal-Sales-Consultant
    Sales-Consultant
    Inside-Sales-Representative
    Financial-Services-Sales
    Sales
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    Why are you interested in this role?

    Template question
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    What motivates you in a sales environment?

    Template question
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    How do you handle rejection?

    Template question
    Research Ascensus's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This internal sales consultant position with Ascensus offers an opportunity to develop your sales career in a competitive market.

    Trust-building is paramount — prospects need confidence in your expertise.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    Are you a closer?

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