Regional Sales Consultant

Ascensus • CA

75d

About The Position

The Regional Sales Consultant is a hybrid role. The role will be expected to be an internal support to an external sales professional to achieve territory-specific goals for part of their time and the other part of their time, they will be in territory expected to create their own partners and sales opportunities.

Requirements

• Internal Associate or Bachelor’s degree in Business, Marketing, Sales or equivalent combination of education and experience.
• 6+ years’ experience in sales, retirement plan services, or financial services.
• Proven successful sales experience (internal or external) of retirement administrative services.
• Strong communication, organization, and relationship-building skills.
• Highly motivated self-starter with a collaborative mindset.
• Comfortable working in a hybrid environment with remote flexibility.
• Customer service focused.
• Excellent analytical and problem resolution skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations.
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules.
• Working knowledge of 401(k), 403(b), defined benefit and cash balance plans.
• Contribute to sales organization by utilizing strong work ethic and strong solutions-oriented skills.
• Must possess excellent presentation skills.
• Proficient in CRM systems and Microsoft Office Suite.

Responsibilities

• Act in Business Development Consultant (BDC) capacity – supporting overall sales growth and most specifically within territories and dedicated Regional Vice Presidents (RVPs). Approximately 50% of time.
• 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.
• 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.
• Help create and facilitate the delivery of proposals to required parties.
• Help update and manage the sales lifecycle of the business pipeline.
• 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.
• 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.
• Act in Regional Vice President (RVP) capacity – actively cultivate new business & selling to advisors and partners in territory – will have a personal sales target. Approximately 50% of time.
• Create new relationships and cultivate existing with advisors in territory to expand the FuturePlan footprint in territory.
• Discuss industry trends with Financial Advisors.
• Assist Financial Advisors with a 'needs analysis' to ensure the appropriate solution.
• Strong knowledge of key competitors with the ability to highlight our competitive advantages.
• Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business.
• Discuss in detail operating expenses of investment products, impact of certain share classes on overall 'cost' of services to Financial Advisors and Employers.
• Assist existing employers and Financial Advisors in the retention of current business (as needed).
• Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors.
• 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.

Benefits

• Collaborative, idea-sharing environment.
• Professional Development with in-house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental & vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) & 529 college savings match programs.
• Volunteer and charitable-giving programs.
• Business casual dress.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree