Business Development Director

This is a fully remote position, open to applicants in Arizona, +9 more states.

📋 Description

• Collaborate with local sales representatives to formulate a local territory strategy and prioritize target TPAs.

• Establish and nurture relationships with sales representatives, TPA principals, owners, and key personnel.

• Educate sales representatives on positioning Ascensus as a TPA-friendly recordkeeper.

• Showcase Ascensus's value proposition, service model, and technology platform to TPAs.

• Set joint marketing and sales objectives with strategic TPA partners.

• Create and monitor co-branded marketing initiatives, campaigns, and referral programs.

• Evaluate performance against joint objectives and adapt plans as necessary.

• Act as an escalation point and advocate for TPA relationships.

• Collaborate with internal service, operations, and relationship management teams to meet TPA requirements.

• Provide continuous education on platform updates, service improvements, and available resources.

• Represent Ascensus at national and regional industry events.

• Assist in national programs aimed at enhancing TPA engagement.

• Travel with assigned sales representatives 25–50% of the time for face-to-face meetings and presentations.

• Keep precise CRM records of TPA relationships, activities, and sales pipeline.

• Report on territory advancements, partner engagement, and joint goal achievements to sales leadership.

• Complete reporting that tracks territory strategy and success metrics.

• Share market intelligence and competitive insights with internal teams.

⛳️ Requirements

• Preferred: Bachelor's degree or equivalent experience.

• Minimum of 5 years' experience in the retirement plan industry, ideally with exposure to TPAs, recordkeeping, or plan administration.

• Strong comprehension of the functions that TPAs, recordkeepers, and advisors serve in employer-sponsored retirement plans.

• Demonstrated success in relationship management or business development.

• Exceptional presentation, communication, and interpersonal abilities.

• Self-driven and capable of working independently in a field-based setting.

• Willingness and capability to travel 25–50%, including overnight and multi-day trips for conferences.

• Required: FINRA Series 6 and Series 63 licenses.

• ASPPA or NIPA professional designations are advantageous.

🏝️ Benefits

• 401(k) match.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.