VP, Sales Consultant - San Franciso (Retirement Industry)
New Yesterday
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.
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.
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is $70,000 - $100,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range 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 .
- Location:
- San Francisco