Internal Sales Consultant

Internal Sales Consultant

REMOTE • 401(k) and Pension

Where Expertise Meets Purpose-Driven Impact

Use your retirement plan knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through 401(k) services and Employee Stock Ownership Plans (ESOPs), we empower employees across the country to take ownership of their financial futures. We are proud to be nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services, which includes 401(k), defined benefit (DB), cash balance (CB), and other qualified retirement plans.

Whether remote or based in one of our offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

About Blue Ridge Associates

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Monrovia, CA, and Maple Grove, MN, although our client base is nationwide.

That’s Where You Come in as an Internal Sales Consultant

Blue Ridge Associates is seeking an Internal Sales Consultant that will be an ambassador of our organization to our clients and industry.

The Internal Sales Consultant will work directly with the Regional Sales Directors. This position requires strong organizational skills, attention to detail, exceptional time management and clear communication skills (verbally and written). The Internal Sales Consultant will be measured on their ability to accomplish tasks as assigned accurately and timely.

An Internal Sales Consultant will:

• Monitor pipeline daily to determine tasks needed
• Prepare proposals and engagement agreements accurately and efficiently
• Prepare the workflow system for illustration requests
• Understand products and services offered by Blue Ridge Associates
• Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
• Complete and maintain internal databases in accordance with Internal Partner procedures
• Achieve assigned goals related to turnaround times, production, and accuracy
• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
• Prepares transfer of information from one system to another for the New Business Team
• Support sales team with meeting materials for prospective clients and financial advisors
• Complete ancillary projects as requested
• Investigate and enter new referral relationships into Pipeline
• Additional tasks and projects as assigned