Regional Vice President, Retirement Sales

🔥 14 hours ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $120k - $160k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms • Promote Ascensus product options and alliance partners’ products • 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 ASC Internals • Remain current on industry, technical, and product knowledge • Complete management reports, expense reports, and special tasks • Conduct a minimum of 60 meetings per month, including 45 with Financial Professionals, and document meetings in 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 plan costs • Discuss operating expenses of investment products and service costs • Assist existing employers and Financial Professionals with retention of current business • Maintain relationships with DCIO firms to promote solutions • Participate in final presentations as needed • Protect, secure, and properly handle confidential Ascensus and client data • Support Ascensus organizational culture 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 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) • 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 • Excellent written and oral communication skills

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off