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    Regional Vice President, Retirement Plan Sales - Sacramento, United States - Ascensus

    Ascensus
    Ascensus Sacramento, United States

    2 weeks ago

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    Description


    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.


    Territory includes:
    Southern CA and Hawaii. Candidate must live in San Diego or Orange County.

    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.

    Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM

    Maintain a Top 150 list Financial Professionals" to help develop territory practices/geographic rotation

    Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/cost

    Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall "cost" of services to Financial Professionals and Employers

    Assist existing employers and Financial Professionals in the retention of current business (as needed)

    Excellent written and oral communication skills

    Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals

    Participation, as needed, in "finals presentations"


    Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.


    The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

    Other duties as assigned

    Minimum Requirements :

    7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry

    Proven successful sales experience of full service defined contribution recordkeeping and administrative services

    Over-night travel is required

    Superior time management skills required

    Ability to operate effectively in a fast-paced, unsupervised environment

    Series 6 and 63 (or the ability to obtain within six months of employment)

    Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or email addresses. We will never ask you for payment or require you to purchase any equipment.

    If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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