VP, Sales Consultant - Hartford Territory (Retirement Industry)

Ascensus•Hartford, CT

1d•Remote

About The Position

The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.

Requirements

Strong, in-depth ERISA and plan design knowledge.
Ability to learn multiple platform/product solutions.
Strong knowledge of key competitors.
Excellent written and oral communication skills.
A minimum of 7 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry.
Proven successful sales experience of retirement administrative services.
Superior time management skills required.
Ability to operate effectively in a fast-paced, unsupervised environment.
Proficient in PC, CRM and web applications.

Nice To Haves

Ability to discuss industry trends with Financial Advisors
Ability to discuss Fiduciary 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 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

Responsibilities

Facilitate the growth of new relationships and business for FuturePlan.
Drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.
Directly coordinate sales activities for key Plan Sponsor relationships.
Actively work with Internal and External Sales Consultants to drive sales and marketing.
Discuss industry trends with Financial Advisors.
Assist Financial Advisors with a “needs analysis” to ensure the appropriate solution.
Highlight competitive advantages against key competitors.
Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business.
Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness.
Remain current on industry, technical and product knowledge.
Complete management reports, expense reports and other special tasks as requested.
Discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost.
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).
Promote our solutions to Financial Advisors through strong working relationships with DCIO firms in region.
Assist with other tasks and projects as assigned.
Protect, secure, and properly handle 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.
Support organizational culture through visible actions aligned with I-Client service philosophy and Core Values of People Matter, Quality First and Integrity Always®.