Job Functions
, Essential Duties and Responsibilities
Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity.Partner effectively with external sales counterparts and generate monthly sales results within an assigned book of business in the financial advisor channel and/or TPA networkManage prospects throughout the sales cycle, resulting in closed business.Develop and strengthen relationships with key advisors and centers of influence.Deliver sales presentations to key advisors primarily via phone and web presentations.Schedule meetings for External partner(s) with key prospects and producers.Develop and share proactive sales techniques that lead to increased revenue.Professionally represent Ascensus at conferences and educational forums.Portray a strong understanding of the retirement plan industry and a mastery of Ascensus ret...