Regional Vice President Retirement Plan Sales - Bayou Territory

Profile

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.
Territory: OK, LA & AR
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)
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

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