Regional Vice President, Retirement Plan Sales
4 weeks ago
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 assignedMinimum 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)The national average salary range for this role is $85-100k 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 case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
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.
-
Regional Vice President, Retirement Plan Sales
14 hours ago
Sacramento, California, United States Ascensus Full timeThe 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...
-
Regional Vice President, Retirement Plan Sales
2 weeks ago
Sacramento, United States Ascensus Full timeThe 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...
-
Regional Vice President, Retirement Plan Sales
6 hours ago
Sacramento, United States Ascensus Full timeThe 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...
-
Regional Vice President, Retirement Plan Sales
2 weeks ago
Sacramento, United States Ascensus Full timeThe 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...
-
Sacramento, United States Ascensus Full timeThe 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...
-
Regional Vice President, Retirement Plan Sales
4 weeks ago
Sacramento, United States Ascensus Full timeThe 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,...
-
Assistant Vice President, Operations
7 days ago
Sacramento, United States Sacramento Regional Transit District Full timeTHIS POSITION WILL REMAIN OPEN UNTIL FILLED. APPLICATIONS ARE REVIEWED AS RECEIVED, AND INTERVIEWS WILL BE SCHEDULED FOR MOST QUALIFIED CANDIDATES, AS APPLICATIONS ARE REVIEWED. The purpose of this position is to assist the Vice President, Operations Operations, Vice President, Continuous Improvement, President, Operation, Assistant, Manufacturing
-
Regional Sales Manager
3 weeks ago
Sacramento, California, United States United Franchise Group Full timeJob Description The Regional Sales Manager will play a key leadership role managing and directing the franchise sales process in an assigned region. This will involve both virtual meetings and traveling to meet franchise leads to new and resale franchises using a specific step-by-step sales process. The Regional Sales Manager will work closely with the...
-
Executive Assistant
2 weeks ago
Sacramento, United States Sacramento State University Full timeThis position is directly responsible to the Vice President for Student Affairs (VPSA), providing administrative and analytical support. Primary functions of this role include scheduling and calendar management, direct communication with staff and st Executive Assistant, Vice President, Executive, President, Student, Project Management, Business Services
-
Regional Sales Manager
2 days ago
Sacramento, United States United Franchise Group Full timeCompany Description UFG, Inc. Regional Sales Manager If you are looking for an opportunity to thrive and build a rewarding career with an industry-leading company - this is your chance to join us at United Franchise Group! With over 38 years in the franchising industry and more than 1600 franchisees throughout the world, United Franchise Group offers...
-
Vice President- Finance
4 days ago
Sacramento, United States The Misch Group Full timeVice President - Finance Insurance Producer Job Duties: - Devote exclusive attention and time during working hours to the business of the Company and perform the duties and responsibilities necessary to produce Net Commissions and Fees on behalf of the Company; - Comply with all state licensing and continuing education requirements necessary to...
-
Regional Sales Manager
1 week ago
Sacramento, United States United Franchise Group Full timeCompany DescriptionUFG, Inc.Regional Sales Manager If you are looking for an opportunity to thrive and build a rewarding career with an industry-leading company - this is your chance to join us at United Franchise Group! With over 38 years in the franchising industry and more than 1600 franchisees throughout the world, United Franchise Group offers...
-
Regional Sales Manager
5 days ago
Sacramento, United States United Franchise Group Full timeCompany DescriptionUFG, Inc.Regional Sales ManagerIf you are looking for an opportunity to thrive and build a rewarding career with an industry-leading company - this is your chance to join us at United Franchise Group! With over 38 years in the franchising industry and more than 1600 franchisees throughout the world, United Franchise Group offers...
-
Asset Owner Client Service, Vice President
5 days ago
Sacramento, United States State Street Corporation Full timeAs an Asset Owners Client Service VP you will. Ensure strategic management of long-term relationships of assigned clients in coordination with leadership from other teams including Middle Office, Performance & Analytics, Private Markets, GCOOs, Relat Client Service, Owner, Vice President, Relationship Manager, President, Operations, Business Services
-
Regional Sales Manager
3 weeks ago
Sacramento, United States Adams Limitless Inc Full timeJob Description Job Description We are looking for an experienced Regional Sales Manager to join our construction safety client. The ideal candidate will have a strong background in sales, particularly in the safety industry. As the Outside Regional Sales Manager for Northern California, you will be responsible for building the growth of product lines within...
-
Regional Sales Manager
3 weeks ago
Sacramento, United States Adams Limitless Inc Full timeJob DescriptionJob DescriptionWe are looking for an experienced Regional Sales Manager to join our construction safety client. The ideal candidate will have a strong background in sales, particularly in the safety industry. As the Outside Regional Sales Manager for Northern California, you will be responsible for building the growth of product lines within...
-
Retirement Plan Assistant
7 days ago
Sacramento, United States Nicholas Pension Consultants Full timeWe are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Administrative Associates are...
-
Regional Sales Manager
3 weeks ago
Sacramento, United States Electronic Entry Distributors Full timeJob DescriptionJob DescriptionElectronic Entry DistributorsWho we are:Electronic Entry Distributors (EED) is one of the oldest and most trusted names in the wholesale distribution of access control products; including gate automation, telephone entry systems, perimeter security devices and most importantly, customer service. We have grown exponentially over...
-
Field Vice President
3 days ago
Sacramento, United States Pacific Life Full timeProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire...
-
Surgical Sales
4 weeks ago
Sacramento, United States Medsurg Sales Staffing Full timeJob DescriptionJob DescriptionDescription: A major fortune 500 medical device manufacturer is looking to fill a "Sales Representative" position. Unlimited commission plan plus bonuses, kickers and contests. All work related expenses are covered by the company. Extensive healthcare and retirement benefits packages. Superior leadership and extensive support...