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.
Essential Duties and Responsibilities:
Strong, in-depth ERISA and plan design knowledgeAbility to discuss industry trends with high end DC focused Financial ProfessionalsAbility to learn multiple platform/product solutions; assist Financial Professionals with a "needs analysis" to ensure recommending the appropriate solutionStrong 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 businessCoordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC's/internal sales) and ASC Internals to maximize coverage and effectivenessRemain 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 CRMMaintain a Top 150 list of Financial Professionals to help develop territory practices/geographic rotationAbility to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/costAbility to discuss in detail operating expenses of investment products, impact of certain share classes on overall "cost" of services to Financial Professionals and EmployersAssist existing employers and Financial Professionals in the retention of current business (as needed)Excellent written and oral communication skillsStrong working relationships with DCIO firms in the region to promote our solutions to Financial ProfessionalsParticipation, 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 industryProven successful sales experience of full service defined contribution recordkeeping and administrative servicesOvernight travel is requiredSuperior time management skills requiredAbility to operate effectively in a fast-paced, unsupervised environmentSeries 6 and 63 (or the ability to obtain within six months of employment)The national average salary range for this role is $70,000 - $100,000 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.
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