Regional Vice President, Retirement Sales (South Texas Territory)
$100k/y-$120k/y
2 days ago
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OnsiteFull-timeExecutive
Summary
Ascensus is seeking a Regional Vice President, Retirement Sales for the South Texas Territory. The role focuses on driving growth in retirement plan sales through collaboration with Financial Professionals and other partners.
About the Role
As the Regional Vice President, you will be responsible for promoting retirement plan products, advising Financial Professionals, and coordinating sales efforts. You will conduct meetings, maintain relationships with key stakeholders, and stay updated on industry trends and competitor offerings. Your role will also involve ensuring compliance with fiduciary responsibilities and managing confidential data.
About You
Required:
- 7-10 years of experience in the retirement plan industry or 3-5 years in a wholesaling role.
- Proven successful sales experience in defined contribution recordkeeping and administrative services.
- Ability to travel overnight as required.
- Strong time management skills and ability to work independently.
- Series 6 and 63 licenses (or ability to obtain within six months).
Preferred:
- In-depth knowledge of ERISA and plan design.
- Experience discussing industry trends with high-end Financial Professionals.
- Ability to conduct needs analysis for Financial Professionals.
Benefits
- 401(k) match
- Medical, Dental, Vision coverage
- Paid Time Off
Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
San Antonio, TX