Retirement Renewal Sales Director

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🔥 42 minutes ago

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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

• Lead Large-Plan Retention Strategy • Own and execute the retention strategy for Core Retirement’s largest and most strategically important clients • Personally engage in high-risk renewal situations, bringing senior-level influence to drive successful outcomes • Develop and lead tailored retention strategies that address pricing, service, relationship, and competitive dynamics • Leverage established internal relationships and credibility to align cross-functional teams around retention priorities • Serve as a senior leader and trusted advisor in complex renewal discussions • Partner closely with Sales, Relationship Management, and Client Service leaders to strengthen client engagement • Focus on reducing attrition and protecting high-value revenue streams within the large-plan segment • Identify trends and root causes of client loss and work across the organization to address them proactively • Support strategic pricing and positioning decisions to maximize revenue and client retention while maintaining financial discipline • Drive accountability across teams for retention results

🎯 Requirements

• Minimum 10 years’ experience in a high-performance retirement plan sales organization • Proven ability to think strategically and execute tactically. • Effective organizational, leadership, decision making and communication skills. • Proficiency in sales tools and technologies (e.g. CRM, PowerBI, content management systems). • Strong leadership presence and ability to influence without direct authority • Deep credibility across the organization and with senior stakeholders • A collaborative, solutions-oriented mindset focused on outcomes • The ability to navigate complex, high-pressure client situations with confidence and clarity • A passion for strengthening the business through improved client retention.

🏖️ Benefits

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

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