Regional Sales Representative, RPS Sales

Ascensus•Lake Mary, FL

7d•Hybrid

About The Position

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. This position is responsible for assisting in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base and handling incoming leads. The role involves protecting, securing, and proper handling of all confidential data held by Ascensus. The ideal candidate will demonstrate Ascensus' I-Client service philosophy and Core Values of People Matter, Quality First and Integrity Always® in their daily actions. The position requires up to 25% travel.

Requirements

Associate or Bachelor’s degree.
Sales Experience
Computer knowledge required.
Customer service skills.
Excellent communication skills.
Be goal driven and career minded.

Nice To Haves

Knowledge of the financial industry and retirement plans desired.

Responsibilities

Actively involved with working with clients assigned within assigned geographical territory to generate sales through strong call activity and periodic face-to-face presentations.
Handle incoming calls and orders for all RPS products and services.
Document call activity for inbound and outbound calls accurately.
Build essential relationships with larger client base and provide excellent customer service response.
Making assigned calls in prescribed time.
Respond to client inquiries in an urgent matter.
Initiate and follow-up with customers to sell or resolve problems, answer questions, provide correspondence and reports as needed.
Use fact-finding scripts to effectively prospect for new business.
Generate sales by maximizing call activity and continuously growing and developing product and market knowledge.
Attend training sessions, meetings, and industry conferences.
Read and file all product information in a timely manner.
Read and evaluate market information to include annual reports, news articles, market publications, etc.
Pursue information about competition and utilize in the sales process.
Have a continued awareness of our market.
Develop full potential of each account.
Work as a team with all members of Ascensus sales organization.
Contribute to team management by utilizing a strong work ethic and team communication.
Update database, fact find and document client information.
Efficiently use all systems (AS400, Enterprise-Lotus Notes, Word, Internet, etc.) and procedures to document workflow and progress.
Clearly complete account documentation as requested and efficiently fulfills account correspondence as needed.
Fulfill sales process as defined – prospecting, interviewing, presenting, proposing, contract, and sale.
Performs other duties as assigned.