Regional Vice President, Retirement Sales

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

📋 Description

• Drive the growth 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 attend sales meetings as needed.

• Build and sustain effective relationships with Financial Professionals to secure retirement plan business.

• Coordinate wholesaling activities alongside Internal Sales Coordinators and ASC Internals.

• Stay updated on industry trends, technical advancements, and product knowledge.

• Complete management and expense reports, along with any special tasks assigned.

• Conduct at least 60 meetings each month, including 45 with Financial Professionals, and document these meetings in the CRM.

• Maintain a list of the Top 150 Financial Professionals to optimize territory practices and geographic rotation.

• Discuss fiduciary 3(21) solutions, mutual fund share classes, and plan expenses.

• Review operating expenses associated with investment products and service fees.

• Assist current employers and Financial Professionals in retaining existing business.

• Foster relationships with DCIO firms to promote various solutions.

• Participate in final presentations as necessary.

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

• Uphold the organizational culture and core values of Ascensus.

• Carry out additional duties as assigned.

⛳️ Requirements

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

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

• Willingness to travel overnight as required.

• Exceptional time management skills are essential.

• Ability to function efficiently in a fast-paced, unsupervised setting.

• Series 6 and 63 licenses (or the capability to obtain them within six months of employment).

• Strong and comprehensive knowledge of ERISA and plan design.

• Capable of discussing industry trends with high-end, DC-focused Financial Professionals.

• Ability to learn about various platform and product solutions.

• Excellent written and verbal communication skills are a must.

🏝️ Benefits

• 401(k) matching.

• Medical coverage.

• Dental insurance.

• Vision benefits.

• Paid Time Off.