Regional Vice President, Retirement Sales

Ascensus

Not specified
7-10 years retirement plan industry experience
Proven success in defined contribution recordkeeping sales
Strong erisa and plan design knowledge
Ascensus is seeking a Regional Vice President of Retirement Sales to drive growth in retirement plan sales through financial professionals and related partners. The ideal candidate should possess strong knowledge of the retirement plan industry, proven sales experience, and the ability to maintain productive relationships with various stakeholders

Job Summary

  • Ascensus is the leading independent technology and service platform powering savings plans across America for nearly 16 million people.
  • The Regional Vice President will drive retirement plan sales growth by advising Financial Professionals on product options and conducting extensive prospecting activities.
  • Candidates must maintain a Top 150 list of Financial Professionals and complete a minimum of sixty meetings per month while documenting all interactions in the CRM.

Matching Summary

Match Score: 85

Ascensus is seeking a Regional Vice President of Retirement Sales to drive growth in retirement plan sales through financial professionals and related partners. The ideal candidate should possess strong knowledge of the retirement plan industry, proven sales experience, and the ability to maintain productive relationships with various stakeholders.

Skills & Requirements

Must-have

  • 7-10 years retirement plan industry experience
  • Proven success in defined contribution recordkeeping sales
  • Strong ERISA and plan design knowledge
  • Ability to conduct 60 meetings per month
  • Series 6 and 63 license or ability to obtain

Nice-to-have

  • Superior time management skills
  • Ability to work in fast-paced unsupervised environment
  • Strong working relationships with DCIO firms
  • Excellent written and oral communication skills
  • Knowledge of fiduciary solutions and mutual fund share classes

Key Requirements

  • 7-10 years retirement plan industry experience
  • Series 6 and 63 license required
  • Over-night travel required
  • Proven sales experience in full service defined contribution services

Work Rights

Not specified

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