Internal Sales Specialist

Pay Range: $20.60 - $28.83

The primary purpose of this position is to partner with internal sales consultants, clients, prospects and internal departments to provide support.

Education and Experience:

• Associate degree and one (1) year experience or equivalent combination of education and experience
• Possess an understanding of the retirement plan industry is preferred

Skills and Abilities:

• Ability to read and interpret documents such as plan documents, agreements, procedures manuals and technical procedures.
• Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be proactive in problem identification and resolution.
• Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word, Access, Excel, and PowerPoint. Must be comfortable with the use of web-based applications. Must be familiar with and proficient in contact management software.

Tasks Performed:

• 35% Coordinate calendar for assigned consultants including travel, and client meetings. Use the CRM system as a tool for maintaining calendars and scheduling tasks. Contact clients and outside advisors to schedule annual plan review meetings and employee education meetings. Make travel arrangements for consultant including air flights, car rentals and hotel reservations.
• 35% Prepare annual plan review materials and employee education materials as requested. Manage the completion of outcomes from annual review meetings with clients with other teams and advisors, as needed.
• 15% Assist consultants with managing the onboarding of new clients to EPIC RPS. Gather and coordinate signatures on all new client paperwork.
• 10% Maintain sales and consulting office equipment, and supplies. Assist Internal Sales Consultant while out of office or with special projects. Assist with planning special client events if needed.
• 5% Performs other tasks as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.   

Business Stability 

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.