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Regional Vice President, Retirement Sales (South Texas Territory)

Company

Ascensus

Location

Houston, United States

Type

Full-time

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Essential Duties and Responsibilities:

  • Strong, in-depth ERISA and plan design knowledge

  • Ability to discuss industry trends with high end DC focused Financial Professionals

  • Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution

  • Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling”

  • Establish and maintain productive, working relationships with Financial Professionals w...

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