Regional Vice President, Retirement Sales

64

Not specified; not specified; not specified
Not specified
7-10 years retirement plan industry experience
Series 6 and 63 license required
Minimum 60 meetings per month requirement
Ascensus is seeking a Regional Vice President for Retirement Sales to drive growth in retirement plan sales through collaboration with financial professionals and firms. The ideal candidate will possess in-depth knowledge of ERISA, retirement industry trends, and proven sales experience in defined contribution recordkeeping services

Job Summary

  • The Regional Vice President is responsible for facilitating the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.
  • Candidates must maintain a minimum of sixty meetings per month, including 45 with Financial Professionals, while documenting all interactions in the CRM.
  • The role requires deep expertise in ERISA, plan design, and the ability to discuss fiduciary solutions and investment product operating expenses with high-end clients.

Matching Summary

Match Score: 85

Ascensus is seeking a Regional Vice President for Retirement Sales to drive growth in retirement plan sales through collaboration with financial professionals and firms. The ideal candidate will possess in-depth knowledge of ERISA, retirement industry trends, and proven sales experience in defined contribution recordkeeping services.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 7-10 years retirement plan industry experience
  • Series 6 and 63 license required
  • Minimum 60 meetings per month requirement
  • ERISA and plan design knowledge
  • Defined contribution recordkeeping sales experience

Nice-to-have

  • Strong relationship building with financial professionals
  • Ability to discuss fiduciary solutions in detail
  • Excellent written and oral communication skills
  • Top 150 list management capability
  • Support for organizational culture values

Key Requirements

  • 7-10 years retirement plan industry experience or 3-5 years wholesaling
  • Series 6 and 63 licenses (or obtain within six months)
  • Over-night travel required
  • Proven successful sales experience in defined contribution services

Work Rights

Not specified

Tailored Resume

Cover Letter