Regional Vice President, Retirement Plan Sales (MD, VA and DC Territory)

Ascensus; Virginia (MN); Hybrid; USD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking a Regional Vice President to drive retirement plan sales across multiple states. In this dynamic role, you will leverage your extensive knowledge of ERISA and industry trends to build strong relationships with Financial Professionals. Your ability to conduct needs analyses and discuss fiduciary solutions will be crucial in recommending the best retirement plan options. This is a fantastic opportunity to make a significant impact in a collaborative environment while helping people save for their futures. If you have a passion for sales and a strong background in the retirement plan industry, this role is perfect for you.

Benefits

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

Qualifications

• 7-10 years in retirement plan industry or 3-5 years in wholesaling.
• Proven sales experience in defined contribution services.

Responsibilities

• Facilitate growth of retirement plan sales through Financial Professionals.
• Conduct 60 meetings per month with Financial Professionals.

Skills

ERISA knowledge

Sales experience

Time management

Communication skills

Relationship building

Needs analysis

Fiduciary solutions discussion

Tools

CRM software

Job description

Regional Vice President, Retirement Plan Sales (MD, VA and DC Territory)

Apply locations: Remote, Virginia; Remote, District of Columbia; Remote, Maryland

Time type: Full time

Posted on: Posted 3 Days Ago

Job requisition id: R0018138

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.

Candidate must live within DC surrounding area:

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 of 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)

The national average salary range for this role is $70,000 to $100,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.

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 the validity of a job posting, we strongly encourage you to apply directly through our website.

Welcome

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the American with Disabilities Act and applicable state laws.

About Us

Ascensus helps millions of people save for retirement, education and healthcare. Helping someone plan for their future is a great way to spend yours!