Regional Vice President Retirement Plan Sales

ascensus

📍 Remote🌐 Remote🕐 10d ago🔗 workday

Job Description

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.  This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested. **Essential Duties and Responsibilities**: * Strong, in-depth ERISA and plan design knowledge * Ability to discuss industry trends with high end DC focused Financial Professionals * Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution * Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling” * Establish and maintain productive, working relationships with Financial Professionals  with the goal of earning their retirement plan business * Coordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness * Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested. * Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM * Maintain a Top 150 list Financial Professionals” to help develop territory practices/geographic rotation * Ability to discuss Fiduciary \[3(21)\] Solutions, including various mutual fund share classes and impact on plan/cost * Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Professionals and Employers * Assist existing employers and Financial Professionals in the retention of current business (as needed) * Excellent written and oral communication skills * Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals * Participation, as needed, in “finals presentations” * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. * Other duties as assigned   **Minimum Requirements**: * 7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry * Proven successful sales experience of full service defined contribution recordkeeping and administrative services * Over-night travel is required * Superior time management skills required * Ability to operate effectively in a fast-paced, unsupervised environment * Series 6 and 63 (or the ability to obtain within six months of employment) _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._