Regional Sales Representative, RPS Sales

Position Summary

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.

Job Functions, Essential Duties and Responsibilities

• 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.
• Actively involved with working with clients assigned within assigned geographical territory to generate sales through strong call activity and periodic face-to-face presentations. Requires up to 25% travel.
• 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. Make assigned calls in prescribed time. Respond to client inquiries in an urgent matter.
• 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.
• Consultative selling approach. 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.
• Perform other duties as assigned.

Experience, Skills, Knowledge Requirements

• Associate or Bachelor’s degree.
• Sales Experience.
• Computer knowledge required.
• Customer service skills.
• Excellent communication skills.
• Be goal driven and career minded.
• Knowledge of the financial industry and retirement plans desired.