Job Functions

Essential Duties and Responsibilities

• Identify and cultivate new business opportunities through calling efforts, mail / email campaigns, referrals, and social media activity.
• Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network
• Manage prospects throughout the sales cycle, resulting in closed business.
• Develop and strengthen relationships with key advisors and centers of influence.
• Deliver sales presentations to key advisors primarily via phone and web presentations.
• Schedule meetings for External partner(s) with key prospects and producers.
• Develop and share proactive sales techniques that lead to increased revenue.
• Professionally represent Ascensus at conferences and educational forums.
• Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services.
• Be able to delegate and provide direction to team Sales Associates.
• Mediate and resolve escalated client service issues when necessary for producers.
• Assist in the creation and management of the territory travel rotation.
• Assist in the development of territory business plans.
• Manage all business and sales related information within CRM Microsoft Dynamics
• Work and thrive independently with little to no supervision

Supervision

N / A

Section 3 : Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or related field or equivalent work experience
• 1-3 years’ experience in the retirement industry
• Excellent written and oral communication skills
• Demonstrated ability to influence decision makers
• Demonstrated understanding of social selling concepts and practices
• Excellent presentation skills
• Exceptional attention to detail
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem resolution skills
• Ability to work well under pressure with multiple priorities and deadlines
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules
• Proficiency in MSOffice software applications, specifically Excel
• Experience with CRM Microsoft Dynamics and / or Salesforce.com
• Ability to manage pipeline information and reports, data, and insights of a sales territory
• Proven ability to generate revenue and drive sales growth

The national average salary range for this role is $45K-90K 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

We are proud to be an Equal Opportunity Employer

Last updated : 2024-06-20