Regional Vice President, Retirement Plan Sales – KY, WV, TN

🔥 0 minutes ago

🎸 Tennessee – Remote

🎸 Tennessee – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

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

• Facilitate retirement plan sales growth through Financial Professionals, TPAs, RIAs, and defined contribution investment-only firms • Promote Ascensus and alliance-partner product options • Advise and assist Financial Professionals during prospecting and attend sales calls as requested • Establish and maintain productive relationships with Financial Professionals to earn retirement plan business • Coordinate wholesaling efforts with Internal Sales Coordinators and internal sales teams • Maintain current industry, technical, and product knowledge • Complete management reports, expense reports, and special tasks • Conduct at least 60 meetings per month, including 45 with Financial Professionals, and document them in the CRM • Maintain a Top 150 Financial Professionals list to develop territory practices and geographic rotation • Discuss fiduciary 3(21) solutions, mutual fund share classes, and their impact on plan costs • Explain investment-product operating expenses and the effect of share classes on service costs • Assist existing employers and Financial Professionals with retaining current business • Develop strong working relationships with regional DCIO firms to promote solutions • Participate in final presentations as needed • Protect, secure, and properly handle confidential Ascensus and client data • Demonstrate Ascensus’s I-Client philosophy and core values • Perform other duties as assigned

🎯 Requirements

• 7–10 years of experience in the retirement plan industry, or 3–5 years of experience in a wholesaling role in the retirement plan industry • Proven successful sales experience with full-service defined contribution recordkeeping and administrative services • Overnight travel is required • Superior time management skills • Ability to operate effectively in a fast-paced, unsupervised environment • Series 6 and 63 licenses, or ability to obtain within six months of employment • Strong, in-depth ERISA and plan design knowledge • Ability to discuss industry trends with high-end defined contribution-focused Financial Professionals • Ability to learn multiple platform/product solutions and conduct needs analyses • Strong knowledge of key competitors and ability to communicate competitive advantages • Excellent written and oral communication skills • Knowledge of fiduciary 3(21) solutions, mutual fund share classes, investment product operating expenses, and service costs • Ability to establish and maintain relationships with Financial Professionals and DCIO firms • Ability to complete CRM documentation and management and expense reports • Ability to protect and properly handle confidential data

🏖️ Benefits

• Overnight travel required • Series 6 and 63 licensing support: ability to obtain within six months of employment • Full-time employment