Regional Vice President, Retirement Sales - Chicago

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.
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 of Financial Professionals to help develop territory practices/geographic rotation
Ability to discuss Fiduciary 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
Qualifications

7-10 years of experience in the retirement plan industry or 3-5 years of 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)
Salary and Benefits

The national average salary range for this role is$120K-160K in base pay, exclusive of any bonuses and benefits.Other rewards and benefits may include:
401(k) match
Medical
Dental
Vision
Paid‑Time‑Off
Health Savings Account with employer contribution up to $1,100
401(k) & 529 college savings match programs

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