Regional Sales Representative

About the role

To assist 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.

Responsibilities

• Protect, secure, and properly handle all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.
• Embody Ascensus’s I-Client service philosophy and Core Values of People Matter, Quality First and Integrity Always® in daily actions.
• Work with clients within an assigned geographical territory to generate sales through strong call activity and periodic face-to-face presentations (up to 25% travel required).
• Handle incoming calls and orders for all RPS products and services.
• Document call activity for inbound and outbound calls accurately.
• Build and maintain relationships with a large client base, providing excellent customer service.
• Make assigned calls within prescribed timeframes and respond to client inquiries urgently.
• Initiate and follow up with customers to sell or resolve problems, answer questions, and provide correspondence and reports as needed.
• Use a consultative selling approach and fact-finding scripts to prospect for new business.
• Generate sales by maximizing call activity and continuously developing product and market knowledge.
• Attend training sessions, meetings, and industry conferences.
• Read and file product information and evaluate market information (e.g., annual reports, news articles, market publications) in a timely manner.
• Research competition and utilize findings in the sales process.
• Maintain awareness of market trends and developments.
• Develop the full potential of each account.
• Collaborate with the Ascensus sales organization, contributing to team management through strong work ethic and communication.
• Update databases, document client information, and complete account documentation as requested.
• Efficiently use systems (AS400, Enterprise-Lotus Notes, Word, Internet, etc.) and procedures to document workflow and progress.
• Fulfill the sales process as defined: prospecting, interviewing, presenting, proposing, contract, and sale.
• Perform other duties as assigned.

Requirements

• Associate or Bachelor’s degree.
• Sales experience.
• Computer knowledge.
• Customer service skills.
• Excellent communication skills.
• Goal-driven and career-minded.
• Knowledge of the financial industry and retirement plans is desired.

Pay

The national average salary range for this role is $60,000–$80,000 in base pay, exclusive of any bonuses and benefits. Actual salary offered may vary based on factors including location, experience, performance, and internal pay alignment.

Benefits

• 401(k) match.
• Medical, dental, and vision coverage.
• Paid time off.