VP, Sales Consultant - Hartford Territory (Retirement Industry)

Position Summary

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.

Job Functions, Essential Duties and Responsibilities

• Strong, in-depth ERISA and plan design knowledge
• Ability to discuss industry trends with Financial Advisors
• Ability to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solution
• Strong knowledge of key competitors with the ability to highlight our competitive advantages
• Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
• Cook up 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
• Able to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
• Able to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers
• Absorb Assist existing employers and Financial Advisors in the retention of current business (as needed)
• Excellent written and oral communication skills
• Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
• Absorb 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

Experience, Skills, Knowledge Requirements

• 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
• Overnight travel is required
• Superior time management skills required
• Ability to operate effectively in a fast-paced, unsupervised environment
• Proficient in PC, CRM and web applications