[Remote] Sales Enablement Specialist

Note: The job is a remote job and is open to candidates in USA. Verdara provides retirement plans for mission-driven workforces, particularly focusing on charter schools. They are seeking a New Business Sales Representative to help prospective clients adopt a pooled employer retirement plan, guiding them through a structured sales process and collaborating with a supportive team. Responsibilities Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients Proactively identify and engage prospective clients through networking, referrals, and warm and cold direct outreach to retirement plan operators, HR professionals, CFOs, and plan sponsors Consult with organizations to assess their existing retirement plan and present industry-specific solutions that align with their fiduciary obligations and objectives Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth Collaborate with internal teams and external vendors, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience, always seeking net new business opportunities Present the benefits of a pooled employer retirement plan in a clear, concise and practical way Manage opportunities through the early stages of the sales cycle with guidance and support Collect data points from the Form 5500 and compose presentations in preparation for sales discovery calls Track outreach, pipeline, and next steps accurately in a CRM Work closely with nationwide teammates and vendors across sales, operations, tech and client success to ensure smooth onboarding for new clients Cultivate warm client relationships in preparation for discovery calls with the broader sales team Actively participate in industry events, networking opportunities, and marketing initiatives to increase brand visibility and attract new clients Skills Experience selling retirement plans or related financial products Early-career to mid-level sales experience, including prospecting and closing Comfort using CRM tools; HubSpot experience is a plus A data driven expert who can mine for meaning in customer-specific data sets and tell a story through PowerPoint Strong work ethic and willingness to learn Ability to work independently in a fully remote environment Team-oriented mindset with a positive, professional attitude Clear communication skills and attention to detail A positive attitude and a winsome personality A passionate commitment to building a company Benefits Generous retirement package Healthcare options Company Overview Verdara is a retirement alliance built to serve the people who serve our communities. It was founded in 2025, and is headquartered in New York, New York, US, with a workforce of 11-50 employees. Its website is