• 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