Regional VP, Retirement Solutions & Advisor Partnerships

Ascensus

Dallas (TX)

On-site

USD 90,000 - 140,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Ascensus is seeking a senior sales professional to grow the distribution of non-qualified retirement plan services and related products. You will develop relationships with advisors, RIAs, broker/dealers, and other referral sources to expand Newport and Ascensus offerings to major corporate clients in the U.S.

Responsibilities include meeting sales targets, maintaining CRM updates, and representing the company at conferences while cultivating long-term partnerships with partners and clients.

Qualifications

  • 5-10 years of experience in nonqualified deferred compensation (NQDC) plan sales.
  • Proven success selling corporate-owned life insurance and related products.
  • Deep knowledge of nonqualified retirement plans, COLI and BOLI (qualification helpful).
  • Strong relationships with wirehouses, consulting firms, accounting firms, BGAs, etc.

Responsibilities

  • Achieves monthly, quarterly, and annual sales goals.
  • Manages CRM updates and client communications.
  • Builds and maintains relationships with advisors, brokers, and partners.
  • Expands business through cross-sell of Ascensus/Newport products.
  • Represents the company at conferences and with major clients and partners.

Skills

NQDC sales
COLI/BOLI relationships
high level advisory networks
executing sales strategies

Job description

Ascensus is seeking a senior sales professional to grow the distribution of non-qualified retirement plan services and related products. You will develop relationships with advisors, RIAs, broker/dealers, and other referral sources to expand Newport and Ascensus offerings to major corporate clients in the U.S.

Responsibilities include meeting sales targets, maintaining CRM updates, and representing the company at conferences while cultivating long-term partnerships with partners and clients.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Regional VP, Institutional Solutions & Retirement Growth
Regional VP, Institutional Solutions & Retirement Growth

Ascensus • Houston (TX)

On-site
USD 90,000 - 150,000
Regional VP, Retirement & Life Insurance Solutions
Regional VP, Retirement & Life Insurance Solutions

Ascensus • Atlanta (GA)

On-site
USD 90,000 - 130,000
Regional VP, Retirement Plan Growth & Partnerships
Regional VP, Retirement Plan Growth & Partnerships

Ascensus • Chicago (IL), Northern (KY)

Hybrid
USD 120,000 - 160,000
401(k) match
Medical
Dental
+2
Strategic Internal Sales Consultant, Finance Partnerships
Strategic Internal Sales Consultant, Finance Partnerships

Ascensus • Town of Florida (NY)

On-site
USD 65,000 - 95,000
Tuition reimbursement
Paid time off
Health insurance
+3
Senior Client Relations Manager, Retirement Plans & Advisors
Senior Client Relations Manager, Retirement Plans & Advisors

Ascensus • Delaware

Hybrid
USD 95,000 - 130,000
Paid time off
Health benefits
401(k) match
+2
Senior Retirement Relationship Manager
Senior Retirement Relationship Manager

Ascensus • Pennsylvania

On-site
USD 90,000 - 130,000
Business Development Strategist — Retirement Solutions
Business Development Strategist — Retirement Solutions

Ascensus • Dresher

On-site
USD 65,000 - 75,000
401(k) match
Medical
Dental
+2
Senior Retirement Plan Advisor
Senior Retirement Plan Advisor

Ascensus • Tampa (FL)

Hybrid
USD 60,000 - 80,000
Regional Vice President (NQ Plan Sales)
Regional Vice President (NQ Plan Sales)

Ascensus • Tampa (FL)

On-site
USD 100,000 - 170,000
Senior Client Relationship Manager, Retirement Plans
Senior Client Relationship Manager, Retirement Plans

Ascensus • Dover (DE), Northern (KY)

Hybrid
USD 90,000 - 150,000