About the role
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)
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail 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, we strongly encourage you to apply directly through our website.
Originally posted on Himalayas