Section 1 : 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, handling incoming leads and facilitating education and speaking engagements at COIs (Asset mgmt.

companies, law firms, CPAs, trade associations, etc.).

Section 2 : Job Functions, Essential Duties and Responsibilities

• 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.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
• Actively involved with working with clients assigned to generate sales through strong call activity and periodic face-to-face presentations.
• Requires up to 50% travel.
• Handle incoming calls and orders for all RPS / Provident Trust products and services that include self-directed IRAs, employer-based IRA and qualified retirement plans..
• Document call activity for inbound and outbound calls accurately.
• Build essential relationships with larger client base and provide excellent customer service response.
• 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.
• Update database, fact find and document client information
• Efficiently use all systems including CRM tools 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.
• Performs other duties as assigned.

Supervision

N / A

Section 3 : 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 trust, financial industry and retirement plans desired.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.

com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Last updated : 2024-05-05