Regional Vice President (Retirement Plan Sales) - North TX - Military Veterans

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: Dallas or surrounding area.

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 assigned  

Minimum 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)

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.