Regional VP, Retirement Plan Growth & Partnerships

Ascensus; Chicago, Northern (IL, KY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America. The Regional Vice President will drive retirement plan sales growth through Financial Professionals, TPAs, RIAs, and DC I/O Firms.

Role requires extensive ERISA knowledge, strong relationship skills, and the ability to manage a fast-paced territory with overnight travel. Series 6/63 or ability to obtain is required within six months.

Qualifications

• 7-10 years retirement plan industry experience or 3-5 years in a wholesaling role.
• Proven sales record in full-service defined contribution and admin services.
• Willingness to travel overnight as required.
• Ability to perform in a fast-paced, unsupervised environment.
• Series 6 and 63 or ability to obtain within six months.

Responsibilities

• Grow retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.
• Promote product options and alliance partner products to professionals.
• Advise and assist Financial Professionals during prospecting and sales calls.
• Coordinate wholesaling efforts with ASC teams to maximize coverage.
• Maintain current industry, technical and product knowledge; complete reports.

Skills

Sales experience

Relationship building

Communication skills

Time management

Tools

CRM

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America. The Regional Vice President will drive retirement plan sales growth through Financial Professionals, TPAs, RIAs, and DC I/O Firms.

Role requires extensive ERISA knowledge, strong relationship skills, and the ability to manage a fast-paced territory with overnight travel. Series 6/63 or ability to obtain is required within six months.