Regional Vice President, Retirement Sales

Ascensus; California; On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Tuition reimbursement

Professional development

Paid time off

Health benefits

401(k) & 529 match

Job summary

Ascensus, a leading technology and service platform for retirement savings, seeks a Regional Vice President to drive sales growth through Financial Professionals, TPAs, RIAs, and DC I/O Firms. You will promote product options, assist during prospecting, and attend sales calls as needed.

The role requires deep ERISA and plan design knowledge, the ability to discuss industry trends, and the capacity to manage a high volume of meetings while maintaining strong relationships.

Qualifications

• 7-10 years in retirement plan industry or 3-5 years in a wholesaling role in retirement plan industry
• Proven sales experience of full service defined contribution recordkeeping and administrative services
• Over-night travel is required
• Series 6 and 63 (or the ability to obtain within six months of employment)

Responsibilities

• Grow retirement plan sales through Financial Professionals and DC I/O Firms.
• Promote product options and alliance partners’ products.
• Advise Financial Professionals during prospecting and attend sales calls as requested.
• Coordinate wholesaling with ASC ISC and Internal Sales to maximize coverage.
• Maintain 60+ meetings per month and document in CRM.
• Protect confidential data and uphold Ascensus Core Values.

Skills

ERISA knowledge

DC plan knowledge

Sales experience

Prospecting

CRM proficiency

Tools

CRM software

Job description

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. 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)

Ascensus helps millions of people save for a better future.

What makes any career at Ascensus so rewarding? 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