Division Vice President – Retirement Sales

Posted Sep 14

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Lead the distribution of retirement plan sales for partners and platforms.

• Formulate the annual strategic budget and align resources to meet revenue goals.

• Create and implement national sales strategies and yearly revenue targets.

• Hold the sales team accountable for performance, profitability, market share, and activity-based targets.

• Sponsor strategic initiatives that enhance sales effectiveness, advisor engagement, partner growth, and distribution expansion.

• Engage in discussions about industry trends with advisors, broker-dealers, DCIO firms, and other stakeholders.

• Represent Ascensus as a thought leader in the industry at conferences, leadership forums, associations, and partner events.

• Collaborate with executive leadership across various departments such as Product, Operations, Client Management, Finance, Marketing, and Business Development on long-term growth strategies and investment priorities.

• Provide strategic insights into product innovation, service enhancements, pricing strategies, and competitive positioning.

• Leverage mid- and large-plan experience to enhance capabilities and revenue in the up-market segment.

• Stay informed about key competitors and communicate Ascensus' distinctive advantages.

• Maintain relationships with DCIO, TPA, and broker-dealer firms nationwide to promote solutions to Financial Professionals.

• Oversee and coordinate the company's sales functions.

• Develop and manage the annual sales business plan, strategies, and budget.

• Research and formulate sales opportunity strategies using analytical tools like CRM.

• Participate in the development of major client accounts and manage other accounts accordingly.

• Lead, develop, and motivate a high-performing national sales organization.

• Build succession plans and leadership development initiatives.

• Hire, train, coach, and mentor new Regional Vice Presidents (RVPs).

• Evaluate and provide continuous feedback to RVPs.

• Travel with RVPs as necessary and offer performance feedback.

• Safeguard, secure, and appropriately manage confidential Ascensus and client information.


⛳️ Requirements

• Over 15 years of experience in the retirement plan sector.

• Proven success in leading large-scale sales organizations with a focus on national distribution strategies, revenue growth, and organizational development.

• A solid track record of surpassing revenue, profitability, and market share objectives in highly competitive settings.

• Demonstrated successful sales experience in full-service defined contribution recordkeeping and administrative services.

• Willingness to travel overnight.

• Exceptional time management skills.

• Ability to perform effectively in a fast-paced, unsupervised environment.

• Possession of Series 6 and 63 licenses or the ability to acquire them within six months of employment.

• Strong, comprehensive knowledge of ERISA and plan design.

• Excellent verbal and written communication abilities.

• A virtual workspace that is free from interruptions.

• Family care arrangements in place during business hours.

• Internet speed of 25 Mbps or higher for individual use.


🏝️ Benefits

• Remote work arrangement.

• Requirement for an uninterrupted virtual workspace.

• Family care in place during business hours.

• Internet speed requirement of 25 Mbps or better.

• Equal Opportunity Employer.

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