Regional Vice President - Retirement Plan Sales

December 28, 2024

🇺🇸 United States – Remote

🦀 Maryland – Remote

Although this job is listed in Maryland, this company may be open to hiring remote in other states.

+1 more states

🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $70k - $100k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Description

• 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. • Candidate must live within DC surrounding area. • 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. • Assist existing employers and Financial Professionals in the retention of current business (as needed).

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)

Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off