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 geographic region in the financial advisor channel and TPA network
• Manage 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 retirement plan products and services.
• Be able to delegate and provide direction to team Sales Associates.
• Mediate and resolve escalated client service issues when necessary for producers.
• Assist in the creation and management of the territory travel rotation.
• Assist in the development of territory business plans.
• Identify ways to attract and retain new clients.
• Manage all business and sales related information within CRM Microsoft Dynamics
• Work and thrive independently with little to no supervision

Supervision

N / A

Section 3 : Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or related field or equivalent work experience
• Excellent written and oral communication skills
• Demonstrated ability to influence decision makers
• Demonstrated understanding of social selling concepts and practices
• Excellent presentation skills
• Exceptional attention to detail
• Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations
• Excellent analytical and problem resolution skills
• Ability to work well under pressure with multiple priorities and deadlines
• Able to effectively render sound advice and judgment within company guidelines and ERISA rules
• Proficiency in MSOffice software applications, specifically Excel
• Experience with CRM Microsoft Dynamics and / or Salesforce.com
• Ability to manage pipeline information and reports, data, and insights of a sales territory
• Proven ability to generate revenue and drive sales growth

We are proud to be an Equal Opportunity Employer

Last updated : 2024-05-10