Regional Vice President – Retirement Sales

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

📋 Description

• Drive the expansion of retirement plan sales through collaboration with Financial Professionals, TPAs, RIAs, and DC I/O Firms

• Advocate for Ascensus product offerings and those of alliance partners

• Provide guidance and support to Financial Professionals during their prospecting efforts and participate in sales calls as needed

• Build and nurture productive relationships with Financial Professionals to secure retirement plan business

• Coordinate wholesaling initiatives alongside Internal Sales Coordinators and ASC Internals

• Stay updated on industry developments, technical knowledge, and product information

• Prepare management reports, expense reports, and undertake special assignments

• Conduct a minimum of 60 meetings each month, with at least 45 dedicated to Financial Professionals, and record them in the CRM

• Maintain a list of the Top 150 Financial Professionals to enhance territory practices and regional rotation

• Support existing employers and Financial Professionals in retaining current business

• Foster relationships with DCIO firms to promote Ascensus solutions

• Participate in final presentations as necessary

• Safeguard, secure, and properly manage confidential data belonging to Ascensus and clients

• Exemplify Ascensus’s I-Client philosophy and core values in daily responsibilities

• Carry out additional duties as assigned

⛳️ Requirements

• 7-10 years of experience within the retirement plan sector or 3-5 years in a wholesaling capacity in the retirement plan field

• Demonstrated success in sales of comprehensive defined contribution recordkeeping and administrative services

• Willingness to travel overnight as required

• Exceptional time management abilities

• Capability to work effectively in a dynamic, unsupervised environment

• Possession of Series 6 and 63 licenses (or ability to obtain within six months of employment)

• Strong written and verbal communication skills

• Extensive knowledge of ERISA and plan design

• Ability to engage in discussions about industry trends with high-end DC-focused Financial Professionals

• Capacity to understand various platform and product solutions and assist Financial Professionals with needs analysis

• Comprehensive knowledge of key competitors and their competitive advantages

• Familiarity with fiduciary 3(21) solutions, mutual fund share classes, operating expenses, and plan costs

🏝️ Benefits

• Overnight travel is a requirement

• Support for Series 6 and 63 licensing: capability to obtain within six months of employment