Eric Sprung, QKA
Senior Internal Sales Consultant at Definiti LLC- Claim this Profile
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Bio
Credentials
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National Institute of Pension Administrators
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Qualified 401(k) Administrator (QKA)
ASPPA
Experience
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Definiti LLC
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United States
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Financial Services
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100 - 200 Employee
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Senior Internal Sales Consultant
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Nov 2020 - Present
Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping) Determine custom pricing required to meet ARR. Prepare and deliver new client Service Agreements. Lead advisors and prospective clients through completion of required documentation. Management of prospect illustration process to ensure delivery deadlines are met. Prepare monthly statistical reporting for team and… Show more Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping) Determine custom pricing required to meet ARR. Prepare and deliver new client Service Agreements. Lead advisors and prospective clients through completion of required documentation. Management of prospect illustration process to ensure delivery deadlines are met. Prepare monthly statistical reporting for team and management review. Ensure smooth transition from sales to implementation. Conduct outbound calls to follow-up on proposals. Be a resource for and respond to inquiries regarding industry trends, plan design and IRS/DOL regulations. Show less Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping) Determine custom pricing required to meet ARR. Prepare and deliver new client Service Agreements. Lead advisors and prospective clients through completion of required documentation. Management of prospect illustration process to ensure delivery deadlines are met. Prepare monthly statistical reporting for team and… Show more Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping) Determine custom pricing required to meet ARR. Prepare and deliver new client Service Agreements. Lead advisors and prospective clients through completion of required documentation. Management of prospect illustration process to ensure delivery deadlines are met. Prepare monthly statistical reporting for team and management review. Ensure smooth transition from sales to implementation. Conduct outbound calls to follow-up on proposals. Be a resource for and respond to inquiries regarding industry trends, plan design and IRS/DOL regulations. Show less
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Associated Pension Consultants, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Internal Wholesaler
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Nov 2014 - Nov 2020
Work with internal and external wholesalers to develop and maintain relationships with financial advisor professionals. Conduct conference calls and meetings with financial advisors and their clients and often help them close deals through my expertise. Internal consultant regarding plan qualification and IRS filings. Primary contact for financial advisor clients within assigned territory to assist with support and client planning. Create marketing presentations including hypothetical… Show more Work with internal and external wholesalers to develop and maintain relationships with financial advisor professionals. Conduct conference calls and meetings with financial advisors and their clients and often help them close deals through my expertise. Internal consultant regarding plan qualification and IRS filings. Primary contact for financial advisor clients within assigned territory to assist with support and client planning. Create marketing presentations including hypothetical illustrations and explain competitive advantages for 401(k) and 403(b) plans. Calculate employer discretionary contributions to plans. Assist with plan eligibility, entry date determinations and documentation. Assist with Required Minimum Distributions under Code Section 401(a)(9). Perform new comparability/cross testing. Perform valuation of assets maintained outside the chosen fund program. Show less Work with internal and external wholesalers to develop and maintain relationships with financial advisor professionals. Conduct conference calls and meetings with financial advisors and their clients and often help them close deals through my expertise. Internal consultant regarding plan qualification and IRS filings. Primary contact for financial advisor clients within assigned territory to assist with support and client planning. Create marketing presentations including hypothetical… Show more Work with internal and external wholesalers to develop and maintain relationships with financial advisor professionals. Conduct conference calls and meetings with financial advisors and their clients and often help them close deals through my expertise. Internal consultant regarding plan qualification and IRS filings. Primary contact for financial advisor clients within assigned territory to assist with support and client planning. Create marketing presentations including hypothetical illustrations and explain competitive advantages for 401(k) and 403(b) plans. Calculate employer discretionary contributions to plans. Assist with plan eligibility, entry date determinations and documentation. Assist with Required Minimum Distributions under Code Section 401(a)(9). Perform new comparability/cross testing. Perform valuation of assets maintained outside the chosen fund program. Show less
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New York Islanders
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United States
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Spectator Sports
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300 - 400 Employee
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Assistant to Manager
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Jul 2013 - Nov 2014
• Assistant to manager at the official practice facility • Promote and sell youth hockey and learn-to-skate programs • Assist with day-to-day operations of the rink and facility • Direct customer service for all programs offered • Manage funds for New York Islanders skating programs and hockey leagues • Supervise college interns • Assistant to manager at the official practice facility • Promote and sell youth hockey and learn-to-skate programs • Assist with day-to-day operations of the rink and facility • Direct customer service for all programs offered • Manage funds for New York Islanders skating programs and hockey leagues • Supervise college interns
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Education
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2010 - 2013
Dowling College
Bachelor's degree, Sports Management
Community
