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Regional Vice President – Retirement Sales
AscensusRegional Vice President facilitating the growth of retirement plan sales through Financial Professionals. Promoting product options and establishing working relationships with financial professionals in the United States.
About the role
Key responsibilities & impact- Facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms
- Promote both our product options and our alliance partners’ products
- Attend sales calls as requested
- Establish and maintain productive relationships with Financial Professionals
- Coordinate wholesaling efforts to maximize coverage and effectiveness
- Complete management reports and other special tasks as requested
Requirements
What you’ll need- 7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry
- Proven successful sales experience of full service defined contribution recordkeeping and administrative services
- Series 6 and 63 (or the ability to obtain within six months of employment)
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan salesdefined contribution recordkeepingadministrative serviceswholesaling
Soft Skills
relationship buildingcommunicationcoordinationsales experience
Certifications
Series 6Series 63