Newport Group Senior Inside Sales Representative in Walnut Creek, California

The Senior Inside Sales Representative will be responsible for partnering and supporting external sales directors as well as prospective and existing partners with new business proposals. Apply expert product knowledge to prospective clients, partners and external sales directors in determining optimum platforms. The Senior Inside Sales Representative will coordinate Requests for Proposals (RFP’s) working with the Marketing and Communications group. Will provide timely updates of the customer relationship management system (CRM) as well as provide research using tools such as Infanata, FreeErisa, BrightScope, MATC, and TDA.

In addition, s/he will work with the conversion team upon notification of new business to coordinate and implement. The Internal Sales Consultant will assist sales team to introduce product offerings to prospective clients. Provide standard fee quotations as requested as well as ensuring that sales staff is provided indirect marketing packets and manage the mailing of miscellaneous marketing materials to clients.


  • The successful applicant will have a bachelor’s degree from an accredited university

  • 3-5 years’ experience working in the retirement services sector with knowledge and experience in retirement plan sales or relationship management.

  • The candidate must also have exceptional organization skills, strong attention to detail and a high degree of accuracy.

  • Exhibit strong written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success.

  • Must have effective time management and organization skills as s/he will work in a fast-paced, demanding environment and will be a “self starter” working often under tight deadlines.

  • Must have the ability to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift