VP, Sales Consultant - San Franciso (Retirement ...

Section 1: Position SummaryThe Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.Section 2: Job Functions, Essential Duties and ResponsibilitiesStrong, in-depth ERISA and plan design knowledgeAbility to discuss industry trends with Financial AdvisorsAbility to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solutionStrong knowledge of key competitors with the ability to highlight our competitive advantagesEstablish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan businessCoordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectivenessRemain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/costAbility to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and EmployersAssist existing employers and Financial Advisors in the retention of current business (as needed)Excellent written and oral communication skillsStrong working relationships with DCIO firms in region to promote our solutions to Financial AdvisorsAssist with other tasks and projects as assignedResponsible 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.Section 3: Experience, Skills, Knowledge RequirementsA minimum of 7 years’ experience in the retirement plan industry or 3-5 years’ experience in a business development role in the retirement plan industry.Proven successful sales experience of retirement administrative servicesOvernight travel is requiredSuperior time management skills requiredAbility to operate effectively in a fast-paced, unsupervised environmentProficient in PC, CRM and web applications.The national average salary range for this role is $70,000 - $100,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit /#Benefits.We are proud to be an Equal Opportunity EmployerBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ 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. #J-18808-Ljbffr

Created: 2025-09-22