SVP, Business Development, Client Partnership
Ansira
Business Development Consultant
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
- Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities)
- Conducts sales and product presentations to all intermediaries.
- Provide coaching and guidance to overall Sales Team
- Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
- Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
- Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities
- Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
- To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.
- To help create and facilitate the delivery of proposals to required parties.
- To help update and manage the sales lifecycle of the business pipeline.
- To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
- Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
- Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
- Performs other duties and special projects as assigned.
- To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training.
- Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.
- 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.
Requirements
- Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
- 6+ years’ experience in the retirement industry
- 6+ years’ experience in the financial services industry
- Excellent written and oral communication skills
- Customer service focused
- 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
- Contribute to sales organization by utilizing strong work ethic and team communication.
- Strong solutions-oriented skills.
- Must possess excellent interviewing and demonstration skills.
Benefits
- Health insurance
- Retirement plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales initiativessales presentationsbusiness developmentplan design consultationdata analysisproblem resolutioncustomer servicesales lifecycle managementproposal deliverymarket knowledge
Soft skills
communication skillscoachingleadershipteam collaborationanalytical skillssolutions-orientedtime managementpressure handlinginterviewing skillsjudgment
