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.
• Contribute to team management by utilizing a strong work ethic and team communication.
• 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.
• 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

Last updated : 2024-05-03