Regional Sales Representative

Ascensus; Minnesota; On-site; USD 46,000 - 68,000; Full time

Benefits offered by this job

Collaborative, idea-sharing enviroment

Professional development with in-house

Tuition reimbursement

Generous reward programs

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer?

401(k) & 529 college savings match

Volunteer and charitable-giving

Business casual dress

Job summary

Ascensus is seeking a sales‑oriented professional to assist in revenue generation and client relationship management across a broad client base. You will handle outbound calls, inbound inquiries, and documentation of activities while protecting confidential data and upholding our service philosophy.

The role involves presenting to clients within the assigned territory and traveling up to 25% for in-person meetings, supported by ongoing training and industry research to stay competitive.

Qualifications

• Associate or Bachelor’s degree is required or preferred.
• Customer service abilities and strong communication are essential.
• Experience in sales and a financial services mindset is a plus.
• Motivated by targets and career growth.

Responsibilities

• Assist in revenue generation and client relationship management via outbound calls and inbound leads.
• Protect confidential data and handle information securely.
• Demonstrate core values through daily actions and culture support.
• Engage with clients within the territory and travel up to 25% for face‑to‑face presentations.
• Handle incoming calls and orders; document activity accurately.
• Build relationships with a larger client base and provide client responses.
• Follow defined sales process from prospecting to contract.
• Utilize consultative selling and scripts to prospect new business.
• Attend training sessions and industry conferences; review market information.
• Collaborate with sales team and maintain accurate databases and reports.

Skills

Customer service

Communication skills

Goal-oriented

Education

Associate or Bachelor’s degree

Job description

Overview

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Responsibilities

• Assist in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base and handling incoming leads.
• Protect, secure, and properly handle all confidential data to prevent unauthorized access, improper transmission, and unapproved disclosure that could harm Ascensus or its clients.
• Demonstrate our I-Client service philosophy and Core Values (People Matter, Quality First, Integrity Always) through daily actions and support of the organizational culture.
• Engage with clients within the assigned geographic territory to generate sales through proactive call activity and periodic face-to-face presentations (up to 25% travel).
• Handle incoming calls and orders for all RPS products and services; document call activity for inbound and outbound calls accurately.
• Build relationships with a larger client base and provide excellent customer service responses.
• Make assigned calls within prescribed timeframes and respond to client inquiries urgently.
• Initiate and follow up with customers to sell or resolve problems, provide correspondence and reports as needed.
• Utilize a consultative selling approach and fact-finding scripts to prospect for new business.
• Generate sales by maximizing call activity and continuously expanding product and market knowledge.
• Attend training sessions, meetings, and industry conferences; read and file all product information in a timely manner.
• Read and evaluate market information (annual reports, news articles, market publications, etc.) and pursue information about competitors to inform the sales process.
• Maintain awareness of market dynamics and develop the full potential of each account.
• Collaborate with the Ascensus sales organization as a team and contribute to team management through strong work ethic and communication.
• Update databases, conduct fact finding, and document client information; efficiently use systems (AS400, Enterprise-Lotus Notes, Word, Internet, etc.) to document workflow and progress.
• Complete account documentation as requested and fulfill account correspondence as needed.
• Fulfill the sales process as defined (prospecting, interviewing, presenting, proposing, contract, and sale).
• Perform other duties as assigned.

Experience, Skills, Knowledge

• Associate or Bachelor’s degree; sales experience.
• Computer literacy; knowledge of the financial industry and retirement plans is preferred.
• Customer service skills and excellent communication abilities.
• Goal-driven and career-minded mindset.

Equal Opportunity & Compliance

We are proud to be an Equal Opportunity Employer. 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, apply directly through our website.

Benefits

• Collaborative, idea-sharing environment
• Professional development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress