Business Development Director

🔥 4 minutes ago

🌵 Arizona, California, +8 more states – Remote

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💵 $125k - $175k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

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Logo of Ascensus

Ascensus

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Partner with local sales representatives to design local territory strategy and prioritize target TPAs • Build and maintain relationships with sales representatives, TPA principals, owners, and key staff • Train sales representatives to position Ascensus as a TPA-friendly recordkeeper • Present Ascensus's value proposition, service model, and technology platform to TPAs • Establish joint marketing and sales goals with strategic TPA partners • Develop and track co-branded marketing initiatives, campaigns, and referral programs • Monitor performance against joint goals and adjust plans • Serve as an escalation point and relationship advocate for TPAs • Coordinate with internal service, operations, and relationship management teams to address TPA needs • Provide ongoing education on platform updates, service enhancements, and available tools • Represent Ascensus at national and regional industry conferences • Support national programs designed to strengthen TPA engagement • Travel with assigned sales representatives 25–50% of the time for in-person meetings and presentations • Maintain accurate CRM records of TPA relationships, activities, and pipeline • Report territory progress, partner engagement, and joint goal performance to sales leadership • Complete reporting tracking territory strategy and success metrics • Share market intelligence and competitive insights with internal stakeholders

🎯 Requirements

• Bachelor's degree or equivalent experience preferred • 5+ years of experience in the retirement plan industry, ideally with exposure to TPAs, recordkeeping, or plan administration • Strong understanding of the roles TPAs, recordkeepers, and advisors play in employer-sponsored retirement plans • Proven relationship management or business development track record • Excellent presentation, communication, and interpersonal skills • Self-motivated and comfortable working independently in a field-based role • Willingness and ability to travel 25–50%, including overnight and multi-day trips for conferences • FINRA Series 6 and Series 63 licenses required • ASPPA or NIPA professional designations a plus

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Paid time off

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