Sales Analyst – Retirement Plans Division
Are you ready to launch your career in financial services with a role that blends analytics, strategy, collaboration, and real business impact? Join our dynamic team as a Sales Analyst, where you’ll support a high-performing sales organization, influence key decision-making, and help drive growth in the retirement plans business.
This is an excellent opportunity for someone who enjoys problem‑solving, building relationships, and managing a fast-paced workload while learning the ins and outs of retirement plan solutions.
What You’ll Do
Proposal Management — 50%
Become the engine behind our sales efforts by managing end‑to‑end proposal delivery:
- Apply underwriting principles and business judgment to recommend optimal plan designs, census requirements, and product options
- Coordinate pricing, proposal creation, fulfillment, and quality checks to ensure excellence in every sales opportunity
Relationship Management — 25%
Strengthen connections across the business:
- Build trusted partnerships with producers, underwriters, sales reps, and client/account managers
- Serve as a key liaison to ensure smooth communication and timely execution
Workload Management — 15%
Thrive in a fast-paced environment:
- Manage 100 proposals per month during peak seasons
- Prioritize effectively and maintain exceptional accuracy under tight timelines
Training & Development — 5%
Grow your expertise:
- Participate in ongoing training to enhance your product knowledge, communication skills, and technical abilities
Summary of the Role
As a Sales Analyst, you’ll be a strategic partner to Retirement Plan Consultants and internal stakeholders. Your work will support sales opportunities, inform decision‑making, and ensure that new clients experience a seamless onboarding process.
Key Responsibilities
- Coordinate proposal responses, including pricing, generation, and quality assurance
- Support smooth onboarding for new plans by preparing accurate new business paperwork
- Run coordinated marketing and travel email campaigns in partnership with Communications and Sales teams
- Draft and review RFP responses that highlight our differentiated value proposition
- Maintain CRM data to keep partner insights current and actionable
- Build and maintain a database of competitor pricing and capabilities
⭐ What You Bring
- Strong verbal and written communication skills
- Excellent customer service, negotiation, and interpersonal abilities
- Ability to work independently, manage time effectively, and prioritize competing deadlines
- Basic mentoring mindset and ability to provide constructive feedback when supporting peers
- Understanding of sales principles, marketing strategies, and product positioning
Education & Experience
- High school diploma or equivalent required
- Experience in financial services preferred—especially retirement plans or investment brokerage
- Familiarity with securities, retirement plans sales, or plan administration is a plus
Why You’ll Love This Role
- A blend of analytical, relational, and operational responsibilities
- Exposure to underwriting, sales strategy, and competitive intelligence
- Opportunities to grow into sales, product, marketing, or underwriting roles
- A collaborative team environment with supportive leadership
- Meaningful work that helps individuals secure their financial futures
Job Type & Location
This is a Contract position based out of Portland, OR.
Pay and BenefitsThe pay range for this position is $20.00 - $25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace TypeThis is a fully remote position.
Application DeadlineThis position is anticipated to close on Feb 11, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
