Regional Vice President Retirement Plan Sales MD VA and DC Territory
Regional Vice President Retirement Plan Sales MD VA and DC Territory
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Job Description
The Regional Vice Presidents (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.
Candidate must live within DC surrounding area:
Essential Duties and Responsibilities:
- Strong indepth 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 (ISCs/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 321 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 IClient 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:
- 710 years of experience in the retirement plan industry or 35 years experience in a wholesaling role in the retirement plan industry
- Proven successful sales experience of full service defined contribution recordkeeping and administrative services
- Overnight travel is required
- Superior time management skills required
- Ability to operate effectively in a fastpaced unsupervised environment
- Series 6 and 63 (or the ability to obtain within six months of employment)
The national average salary range for this role is$120000 to $160000 in base pay exclusive of any bonuses and benefits.This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location experience performance and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however from time to time it may occur on a casebycase basis. Other rewards and benefits may include: 401(k) match Medical Dental Vision PaidTimeOff etc. For more information please visit careers.ascensus/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus or @futureplan 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.
Required Experience:
Chief
Employment Type
Full-Time
