• Team Success 

• Customer/Client Focus 

• Personal Credibility 

• Applied Learning 

• Analytical Agility 

Core Responsibilities: 

• Responsible for accurate and timely completion of day-to-day tasks associated with 401(k) plan sales, including but not limited to, plan illustrations, proposals, fee comparisons and document change requests 

• Reviews and accurately documents changes directed by clients and internal team 

• Develops and applies continuously growing product and process knowledge to effectively anticipate and meet growth team needs and industry standards 

• Communicates effectively with partners, clients, external and internal customers to identify and resolve issues including but not limited to training and procedural gaps and assists in resolving with appropriate resource(s) 

• Prepares outgoing mail and outgoing packages for Growth team via UPS or FedEx 

• Approaches every customer contact either by mail, email, or telephone as a personal opportunity to: 1.) Demonstrate the value PAi brings to the relationship and 2.) Provide professional, personalized service to the customer that exceeds expectations 

• Maintains extensive working knowledge of sales CRM, regularly generating reports for the Sales team, Marketing, Senior Leadership Team, and other departments as needed 

• Assists with scheduling, organizing, and coordinating complex activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events 

• Creates and maintains Sales Team procedures 

• Manages and maintains CRM alongside the Salesforce Administrator 

• Manages key sales applications including the configuration, operation, and integration of sales software 

• Leads marketing data and analytics efforts including management, measurement, and manipulation of data while working closely with the Sales Manager and Marketing Team to drive sales strategy 

• Provides back-up to the Growth Support Specialist as needed 

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: 

• High school diploma or equivalent 

• 2 years of experience working in a customer services admirative or sales role 

• Experience working with Microsoft Excel, Word and Outlook 

• Accountable and detail oriented, with strong analytical, multitasking and mathematical abilities 

• Strong professional communication technique and etiquette 

Preferred Qualifications: 

• Associates Degree in business related field 

• Bilingual in English and Spanish 

• Financial Industry experience