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

    Ascensus
    Ascensus California, United States

    3 weeks ago

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    Description
    Regional Vice President, Retirement Plan Sales (Southern CA and Hawaii) page is loaded

    Regional Vice President, Retirement Plan Sales (Southern CA and Hawaii)

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    locations

    Remote, California

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    R


    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.

    Welcome


    Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.

    Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans.

    Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the American with Disabilities Act and applicable state laws.

    About Us

    Ascensus helps millions of people save for retirement, education and healthcare. Helping someone plan for their future is a great way to spend yours
    #J-18808-Ljbffr
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