Regional Vice President - Retirement Plan Sales

December 28, 2024

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Logo of Ascensus

Ascensus

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

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

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