[Remote] Regional Vice President, Retirement Sales - Northern California

Note: The job is a remote job and is open to candidates in USA. Ascensus hires a Regional Vice President to grow retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. The role promotes Ascensus and alliance partner products, advises Financial Professionals during prospecting, and supports client retention and sales presentations.

Responsibilities

• 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
• 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
• Assist existing employers and Financial Professionals in the retention of current business (as needed)
• 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

Skills

• 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”
• 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
• Excellent written and oral communication skills
• 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
• 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)

Benefits

• May include a 401(k) match.
• May include medical benefits.
• May include dental benefits.
• May include vision benefits.
• Remote work arrangement.

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