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.
Section 1: Position Summary
Leadership position charged with driving the distribution of partner and platform retirement plan sales.
Section 2: Job Functions, Essential Duties and Responsibilities
- Contribute to the establishment of the annual strategic budget, aligning resources across the organization to achieve top-line revenue objectives.
- Own the development and execution of national sales strategies and annual revenue objectives. Hold sales team accountable for achieving production, profitability, market share, and activity-based objectives
- Serve as the executive sponsor for key strategic initiatives impacting sales effectiveness, advisor engagement, partner growth, and distribution expansion.
- Ability to discuss industry trends with all constituents (Advisors, Broker-dealers, DCIO firms, etc.).
- Serve as a recognized industry thought leader and executive representative of Ascensus at national conferences, broker-dealer leadership forums, industry associations, and strategic partner events.
- Partner with executive leadership across Product, Operations, Client Management, Finance, Marketing, and Business Development to establish long-term growth strategies, influence investment priorities, and shape the future direction of Ascensus Core Retirement
- Act as the executive voice of the client, advisor, and partner community, leading strategic input into product innovation, service enhancements, pricing strategies, and competitive positioning initiatives
- Leverage mid and large-plan experience to help Ascensus grow capabilities and generate revenue up-market.
- Maintain a strong knowledge of key competitors with the ability to highlight our unique advantages.
- Maintain strong working relationships with DCIO, TPA and Broker-dealer firms nationally to promote our solutions to Financial Professionals.
- Direct and coordinate the sales function on a company-wide basis.
- Develop and manage the annual sales business plan and strategies in conjunction with the business units and marketing.
- Develop and manage the sales budget, and participate in the overall corporate strategic budget process.
- Research and develop strategies that identify sales opportunities, including use of analytical tools (e.g. CRM) to drive informed behaviors.
- Participate in development of major client accounts, and coordinate the management of all other accounts.
- Other duties as assigned.
- Assist with other tasks and projects as assigned
- 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.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
- Lead, develop, and inspire a high-performing national sales organization while creating a culture of accountability, coaching excellence, innovation, and sustained performance.
Build succession plans and leadership development programs to strengthen the organization's long-term sales leadership bench strength.
- Hire, train, coach and mentor new RVPs.
- Evaluate and provide on-going feedback to RVPs and during the semi-annual performance management process.
- Travel with RVPs as needed and provide performance feedback
Section 3: Experience, Skills, Knowledge Requirements
- 15 + years of experience in the retirement plan industry
- Demonstrated success leading large-scale sales organizations with responsibility for national distribution strategies, revenue growth, organizational development
- Demonstrated history of exceeding revenue, profitability, and market share objectives in highly competitive environments.
- Proven successful sales experience of full service defined contribution recordkeeping and administrative services
- Over-night travel
- Superior time management skills
- Ability to operate effectively in a fast-paced, unsupervised environment
- Series 6 and 63 (or the ability to obtain within six months of employment)
- Strong, in-depth ERISA and plan design knowledge
- Excellent written and oral communication skills
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace 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.
We are proud to be an Equal Opportunity Employer
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.
