Ascensus

VP, Sales Consultant - Hartford Territory (Retirement Industry)

Ascensus • $120K — $150K *
Hartford, CT 06106In-Person
Finance & Insurance
Less than 5 years of experience
2 days ago
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Job Overview by Ladders

Qualifications

  • Minimum 7 years in the retirement plan industry or 3-5 years in business development within the same field
  • Demonstrated success in selling retirement administrative services
  • Strong understanding of ERISA and plan design
  • Superior time management and self-motivation skills
  • Proficient with CRM and web applications

Responsibilities

  • Drive sales by fostering new relationships with financial professionals
  • Facilitate sales activities for key Plan Sponsor accounts
  • Educate Financial Advisors on industry trends and competitive advantages
  • Conduct needs analysis to tailor product solutions for clients
  • Cultivate strong working relationships to earn retirement plan business
  • Collaborate with internal sales teams to enhance marketing efforts
  • Stay updated on industry changes and prepare management reports

Benefits

  • Comprehensive support for ongoing professional development
  • Travel opportunities to enhance relationship-building
  • Commitment to confidentiality in data management
  • Engagement with a collaborative and values-driven culture
Full Job Description
Section 1: Position Summary

The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Strong, in-depth ERISA and plan design knowledge
  • Ability to discuss industry trends with Financial Advisors
  • Ability to learn multiple platform/product solutions; assist Financial Advisors with a "needs analysis" to ensure the appropriate solution
  • Strong knowledge of key competitors with the ability to highlight our competitive advantages
  • Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
  • Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness
  • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • 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 Advisors and Employers
  • Assist existing employers and Financial Advisors 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 Advisors
  • Assist with other tasks and projects as assigned
  • 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.
  • Our I-Client service philosophy and our 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.


Supervision

  • N/A


Section 3: Experience, Skills, Knowledge Requirements

  • A minimum of 7 years' experience in the retirement plan industry or 3-5 years' experience in a business development role in the retirement plan industry.
  • Proven successful sales experience of retirement administrative services
  • Overnight travel is required
  • Superior time management skills required
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Proficient in PC, CRM and web applications.

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
Finance & Insurance
Founded
1980
* Ladders Estimates

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