Regional Vice President, Retirement Sales

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Essential Duties and Responsibilities :

Strong, in-depth ERISA and plan design knowledge Ability to discuss industry trends with high end DC focused Financial Professionals Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling” Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business Coordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.