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Regional Vice President, Retirement Plan Sales (KY & IN Territory)
Job Description
Ascensus, a proven leader in the retirement industry, has unique opportunity for a self-starting sales professional with a successful track record in this arena. Specifically, we are not looking for a professional who is only concerned about closing sales. Rather, someone who has passion for their craft and will only sell if they believe in their product and the company they work for. AtAscensus, we believe you are a brand ambassador in the field and exhibiting our values is an expectation. Achieving success is both reaching productivity goals, and equally as important... how you got there along the way. Developing relationships both internally and the right ones externally are critical to everyone's success. Not to mention, you will have a leadership team that is second to none. They have over 70 years of combined industry experience to be a supportive resource when you need it. So if you have the right balance of technical and relationship building skills... and can live company values, we encourage you to learn more about joining our team.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.Territories include: Kentucky & Indiana. Person must live in Indianapolis, IN or Louisville, KY areas.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 with Financial Professionals and document meetings in CRM
Maintain adherence to our Advisor Coverage Model 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 and 3-5 years experience in a wholesaling role in the retirement plan industry with proven success record in MI and IN.
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)
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, 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 Americans with Disabilities Act and applicable state laws
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, 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 Americans with Disabilities Act and applicable state laws
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
7 to 10 years
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