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Regional Vice President

Company: ASCENSUS
Location: New York
Posted on: December 5, 2019

Job Description:

(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 t prospecting stage, and attending sales calls as requested. 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) 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

Keywords: ASCENSUS, New York , Regional Vice President, Executive , New York, New York

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