Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Analyst Sales Support plays a vital role in empowering our internal sales team and field partners to drive business growth. This role combines business support and operational execution to ensure a seamless experience for our clients and internal partners. This role provides case-level support, plan onboarding, and reporting, and will collaborate cross-functionally.

What you will do

Sales and Partner Support

• Serve as sales support for internal sales representatives, offering tactical support throughout the sales process.
• Provide day-to-day case-level service, including Price quoting, opportunity tracking (through the use of Sales Force) and sales prospecting report creation.

Operational Excellence

• Coordinate plan onboarding and ensure documentation is complete and compliant.

• Partner closely with underwriting, and implementation teams to ensure smooth execution of plan needs.
• Complete case assignments through processing proposals and paperwork, ensuring excellence in data management and communicating between internal departments using Sales Force and ownership of tasks.
• Produce plan pricing and plan research
• Partners with ISD and RSD teams to begin, and see through to completion, the New Client Application (NCA or WRAP) process.
• Involves direct communication with ISD and RSD to review and collect required documents, ensuring completeness for providing to Implementation in good working order.
• Facilitate communication between Implementation, ISD, and RSD to address any questions/changes to ensure new plans are moving through the implementation process efficiently.
• Completion of Salesforce documentation with minimal errors
• Partners with Core Sales to send and obtain Docusign signatures for confirmation of sale
• Participate in special projects related to internal sales campaigns

What you will bring

• Bachelor's degree or equivalent experience in business, sales support, or a related field.
• 2+ years of experience in a sales support, client service, or operations capacity-preferably in financial services or retirement solutions.
• Strong communication skills with a customer-first attitude.
• Proficient in Microsoft Excel and CRM platforms (Salesforce experience a plus).
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Fluent English

Normal office working conditions: this job operates in a professional office environment and routinely uses standard office equipment.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required to perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.