Internal Sales Consultant jobs in United States
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Pentegra Retirement Services · 3 weeks ago

Internal Sales Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$65K/yr - $120K/yr
date3+ years exp

Pentegra Retirement Services is seeking an Internal Sales Consultant to support and grow their independent fiduciary administration and retirement consulting platform. This role involves partnering with external Regional Sales Directors to support financial advisors and drive new business opportunities while maintaining strong relationships.

ConsultingFinancial Services

Responsibilities

Partner with Regional Sales Directors to support territory strategy, pipeline development, and advisor engagement
Serve as an internal point of contact for advisors, supporting new plan opportunities, plan takeovers, and 3(16) fiduciary engagements
Prepare and deliver proposals, illustrations, and sales support materials that communicate Pentegra’s fiduciary value and service model
Manage inbound and outbound advisor communications to advance opportunities through the sales cycle
Track and manage leads and opportunities in Salesforce CRM, ensuring accurate activity notes and follow-up
Support sold-case documentation and coordinate with onboarding and service teams for smooth execution
Assist with webinars, virtual meetings, and advisor events promoting Pentegra’s fiduciary expertise
Maintain working knowledge of ERISA, fiduciary trends, and competitive provider models to support advisor conversations

Qualification

ERISA knowledgeSalesforce CRMFiduciary servicesSeries 6 & 63Defined contribution plansMicrosoft OfficeCommunication skillsRelationship-buildingOrganizational skills

Required

3–6 years of experience in internal sales, sales support, client service, or related roles within retirement plans, fiduciary services, or financial services
Foundational knowledge of ERISA, defined contribution plans, and fiduciary concepts (3(16) exposure preferred including Cash Balance)
Strong communication and relationship-building skills
Comfortable with proactive outbound advisor engagement
Organized, detail-oriented, and accountable for follow-through
Experience using CRM systems (Salesforce preferred) and Microsoft Office

Preferred

Series 6 & 63 preferred (or willingness to obtain)

Company

Pentegra Retirement Services

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Pentegra Retirement Services is a financial services company that provides financial retirement planning and fiduciary outsourcing services.
dateFounded in 1943
location
White Plains, New York, USA
people-size201-500 employees
web-link
http://pentegra.com

Funding

Current Stage
Growth Stage

Leadership Team

P
Pete S.
Vice President, Chief Technology Officer
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C
Charles Sorrentino
SVP CFO
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Recent News

Business Wire
Schlichter Bogard Obtains Final Approval of $48.5 Million Settlement After $38.7 Million Jury Verdict Against Pentegra Services Inc. for 401(k) Participants
2025-12-04
bloomberglaw.com
Pentegra’s $48.5 Million Class Settlement Gets Final Approval
2025-12-03
bloomberglaw.com
Pentegra Retirement Plan Settles After Rare Jury Trial Win (1)
2025-05-04
Company data provided by crunchbase