Regional Vice President, Retirement Sales (South Texas Territory)
$100k/y-$120k/y
2 days ago
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OnsiteFull-timeExecutive
Summary
Ascensus is seeking a Regional Vice President, Retirement Sales for the South Texas Territory. The role focuses on driving growth in retirement plan sales through collaboration with Financial Professionals and other partners.
About the Role
As the Regional Vice President, you will facilitate the growth of retirement plan sales by promoting product options, advising Financial Professionals, and attending sales calls. You will establish relationships with Financial Professionals, coordinate wholesaling efforts, and maintain industry knowledge. The position requires conducting a minimum of sixty meetings per month and assisting in the retention of current business.
About You
Required:
- 7-10 years of experience in the retirement plan industry or 3-5 years in a wholesaling role.
- Proven successful sales experience in defined contribution recordkeeping and administrative services.
- Ability to travel overnight as required.
- Superior time management skills.
- Ability to operate effectively in a fast-paced, unsupervised environment.
- Series 6 and 63 licenses (or ability to obtain within six months).
Preferred:
- Strong, in-depth ERISA and plan design knowledge.
- Ability to discuss industry trends with high-end DC focused Financial Professionals.
- Experience in conducting needs analysis for Financial Professionals.
Benefits
- 401(k) match
- Medical, Dental, Vision coverage
- Paid-Time-Off
Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Austin, TX