Regional Vice President - 401(k) Plan Sales (Southern TX and LA markets)
in Houston, TX
Serving the Southern Texas and LA markets.
Ascensus, a proven leader in the retirement industry, has unique opportunity for a self-starting sales professional with a successful track record in this arena.
Specifically, we are not looking for a professional who is only concerned about closing sales. Rather, someone who has passion for their craft and will only sell if they believe in their product and the company they work for. At Ascensus,
we believe you are a brand ambassador in the field and exhibiting our values is an expectation. Achieving success is both reaching productivity goals, and equally as important how you got there along the way. Developing relationships both internally and
the right ones externally are critical to everyone's success. Not to mention, you will have a leadership team that is second to none. They have over 70 years of combined industry experience to be a supportive resource when you need it. So if you have
the right balance of technical and relationship building skills -- and can live company values, we encourage you to learn more about joining our team.
Candidate to live within driving distance of Houston or San
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
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 Retirement Coordinators (RCs/internal sales), ExpertPlan
Internals, and Business Development Consultants (BDCs) 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) Financial Professional meetings per month and document meetings in CRM
Maintain a list of 'Elite, Key and Focus 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
working relationships with DCIO firms in region to promote our solutions to Financial Professionals
Participation, as needed, in 'finals presentations'
Other duties as assigned
years of sales experience retirement plan industry (wholesale sales experience is a significant preference).
Proven successful sales experience of full service defined contribution recordkeeping and administrative services
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
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is
committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity
Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.
Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with
Disabilities Act and applicable state laws