Regional Vice President, Retirement Sales - Chicago

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

The Regional Vice President's (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners' products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Essential Duties and Responsibilities :

• Strong, in-depth ERISA and plan design knowledge
• Ability to discuss industry trends with high end DC focused Financial Professionals
• Ability to learn multiple platform/product solutions; assist Financial Professionals with a "needs analysis" to ensure recommending the appropriate solution
• Strong knowledge of key competitors with the ability to highlight our competitive advantages without "negative selling"
• Establish and maintain productive, working relationships with Financial Professionals with the goal of earning their retirement plan business
• Coordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC's/internal sales) and ASC Internals to maximize coverage and effectiveness
• Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
• Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM
• Maintain a Top 150 list Financial Professionals" to help develop territory practices/geographic rotation
• Ability to discuss Fiduciary [3(21)] 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 Professionals and Employers
• Assist existing employers and Financial Professionals 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 Professionals
• Participation, as needed, in "finals presentations"
• 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.
• The I-Client philosophy and the 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.
• Other duties as assigned

Minimum Requirements :

• 7-10 years of experience in the retirement plan industry or 3-5 years of experience in a wholesaling role in the retirement plan industry
• Proven successful sales experience of full service defined contribution recordkeeping and administrative services
• Over-night travel is required
• Superior time management skills required
• Ability to operate effectively in a fast-paced, unsupervised environment
• Series 6 and 63 (or the ability to obtain within six months of employment)

The national average salary range for this role is$120K-160K 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 careers.ascensus.com/#Benefits

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.


For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").