Sales Analyst II-Remote
Company: Elyon International
Location: Portland
Posted on: April 2, 2026
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Job Description:
Summary: The main function of the Sales Analyst is to provide
support to the sales team by performing research, planning events
and acting as a liaison between Retirement Plan Consultant and
internal partners. Job Responsibilities: • Coordinate proposal
responses including pricing, proposal generation, fulfillment and
quality control. • Assist in the onboarding of new plans through
the accurate completion of new business paperwork to ensure a
seamless transition of sold plans to the New Business team. •
Coordinate marketing and travel email campaigns with Sr,
Communications Manager, Internal Retirement Plan Consultant and
Retirement Plan Consultant to ensure effective and well-coordinated
marketing and sales activity increasing channel partner engagement.
• Draft and review RFP response to ensure timely, accurate and
well-crafted responses that effectively emphasizes the
differentiated value proposition of the company. • Maintain CRM
database of channel partners to ensure accurate and up-to-date
information to better inform and drive marketing and sales
activity. • Populate and maintain database of competitor pricing
and capabilities Skills/Qualifications: • Verbal and written
communication skills, negotiation skills, customer service and
interpersonal skills. • Ability to work independently and manage
one’s time. • Basic mentoring skills necessary to provide support
and constructive performance feedback. • Knowledge of principles
and methods for showing, promoting, and selling products or
services. Education/Experience: • Bachelor’s degree required. •
Experience in the financial services industry, preferably in the
retirement plans industry or investment brokerage firm environment.
Prefer some experience with securities or retirement plans sales. •
0-5 Years' Experience Benefits: Paid sick leave, Medical/Dental
(optional), 401 (k) Retirement Plan (optional), Employer Paid Life
Insurance, Employer Paid Short Term Disability, Optional Life
Insurance. ELYON International, Inc. is an Equal Opportunity
Employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, or
status as a protected veteran.
Keywords: Elyon International, Beaverton , Sales Analyst II-Remote, Sales , Portland, Oregon