Ascensus

Retirement Renewal Sales Director

Ascensus$175K — $200K *
US-AnywhereRemote in New York, NY
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 10 years' experience in retirement plan sales
  • Proven strategic thinking and tactical execution skills
  • Strong organizational and leadership abilities
  • Proficient in sales tools like CRM and PowerBI
  • Ability to influence without direct authority
  • Demonstrated credibility with senior stakeholders
  • Collaborative, outcomes-focused mindset
  • Confident navigation of complex client situations

Responsibilities

  • Own and execute retention strategy for key clients
  • Engage in high-risk renewal situations to drive outcomes
  • Develop tailored strategies addressing client pricing and service
  • Align cross-functional teams around retention goals
  • Act as a trusted advisor in renewal negotiations
  • Identify trends and root causes of client loss
  • Support pricing strategies to maximize revenue retention
  • Champion improvements in client experience affecting retention

Benefits

  • 401(k) match
  • Medical, Dental, and Vision insurance
  • Paid time off
  • Remote work flexibility (preferably East Coast)
Full Job Description
Section 1: Position Summary

The Renewal Sales Director is responsible for leading and executing the strategy to retain Core Retirement's largest and most complex clients. This role is critical to growing revenue by improving retention outcomes across large-plan clients and will leverage deep organizational knowledge, strong leadership presence, and broad internal followership to influence outcomes, mobilize cross-functional support, and drive disciplined retention practices.

**We have 1 opening for this position that is available to be remote, preferably on the East Coast.**

Section 2: Job Functions, Essential Duties and Responsibilities

Lead Large-Plan Retention Strategy

  • Own and execute the retention strategy for Core Retirement's largest and most strategically important clients
  • Personally engage in high-risk renewal situations, bringing senior-level influence to drive successful outcomes
  • Develop and lead tailored retention strategies that address pricing, service, relationship, and competitive dynamics

Influence Through Leadership and Relationships

  • Leverage established internal relationships and credibility to align cross-functional teams around retention priorities
  • Serve as a senior leader and trusted advisor in complex renewal discussions
  • Partner closely with Sales, Relationship Management, and Client Service leaders to strengthen client engagement

Protect and Grow Revenue

  • Focus on reducing attrition and protecting high-value revenue streams within the large-plan segment
  • Identify trends and root causes of client loss and work across the organization to address them proactively
  • Support strategic pricing and positioning decisions to maximize revenue and client retention while maintaining financial discipline
  • Improve client economics by introducing additional services and products via the renewal process

Drive Cross-Functional Alignment

  • Work across Sales, Operations, Product, Technology and Client Service to address systemic drivers of attrition
  • Champion improvements in service delivery and client experience that directly impact retention outcomes
  • Help institutionalize a proactive, data-driven retention model

Enhance Visibility and Accountability

  • Provide clear, actionable insights to senior leadership on retention risk, pipeline, and outcomes
  • Establish a structured approach to identifying and intervening with "at-risk" clients earlier in the lifecycle
  • Drive accountability across teams for retention results

Success Measures

  • Improved retention rates across large-plan clients
  • Reduction in revenue loss due to client attrition
  • Stronger alignment and execution across teams supporting high-value clients
  • Earlier identification and successful mitigation of retention risk
  • Visible leadership and impact across the Core Retirement organization
  • 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.
  • At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.


Supervision

  • NA


Section 3: Experience, Skills, Knowledge Requirements

  • Minimum 10 years' experience in a high-performance retirement plan sales organization
  • Proven ability to think strategically and execute tactically.
  • Effective organizational, leadership, decision making and communication skills.
  • Proficiency in sales tools and technologies (e.g. CRM, PowerBI, content management systems).
  • Strong leadership presence and ability to influence without direct authority
  • Deep credibility across the organization and with senior stakeholders
  • A collaborative, solutions-oriented mindset focused on outcomes
  • The ability to navigate complex, high-pressure client situations with confidence and clarity
  • A passion for strengthening the business through improved client retention

The national average salary is $175,000 - $200,000, exclusive of any bonuses and benefits.This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from [redacted].com or [redacted].com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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.

About Ascensus

Ascensus is a financial services company that provides retirement, health, and education savings plans to individuals and businesses. The company was founded in 1980 and is headquartered in Dresher, Pennsylvania. Ascensus has over 4,000 employees and serves more than 12 million customers nationwide. The company offers a wide range of retirement plan solutions, including 401(k), 403(b), and IRA plans. Ascensus is committed to helping its customers save for retirement and achieve their financial goals. The company has received several awards for its excellent customer service and innovative products.
Learn more about Ascensus
Size
4,000 employees
Industry
Founded
1980

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