Regional Vice President, Retirement Sales
2 weeks ago
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 in Miami, FL surrounding area._**
**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 (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 [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 @ascensus.com or @futureplan.com 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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