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Regional Vice President (NQ Plan Sales)

L7

ascensusDenver, COyesterday

Occupations

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

Industries

Pension FundsPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary: Responsible for growing Newport's distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S. and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.
Essential Functions:
  • Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Achieves monthly, quarterly, and annual sales goals
  • Actively participates in a team culture that promotes overall overachievement and exceeding revenue goals for the team and individually.
  • Provides timely updates of customer relationship management system (CRM)
  • Works with a best-of-class sales organization that consistently meets revenue targets while providing great service to clients and partners.
  • Significantly increases sales revenues by finding high level opportunities
  • Builds long-term, loyal relationships with partners that cultivates repeat business and opportunities
  • Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources.
  • Direct involvement with selling into major clients; sales presentations to top-tier management and other critical partners and clients.
  • Consults with partners to help them be more financially secure in their own futures.
  • Articulates website technologies and the total suite of product offerings including those offered by our Ascensus and Newport partners.
  • Champions the sales and business development initiatives.
  • Represents the company at conferences and trade shows, maintaining a high visibility role in the industry.
  • Provides retirement plan and sales expertise to teammates
  • Develops and implements a sales and marketing strategy for specific market segments.
  • Executes sales initiatives with specific objectives and metrics for measurement.
  • Multi-tasks and works effectively in a fast-paced sales and team environment
  • Manages to key metrics to drive the business forward
  • Regular, reliable, and punctual attendance.
  • Management ResponsibilitiesN/ARequired Education, Experience and Certificates, Licenses, Registrations 5 -10 years of experience in NQDC plan sales
  • Proven success selling corporate owned life insurance and related products
  • In-depth knowledge of nonqualified retirement plans, COLI and BOLI (Qualified plans helpful as well)
  • Deep relationships with wirehouses, consulting firms, accounting firms, BGAs, etc.
  • Experience in building a network of loyal, long-term relationships
  • Preferred (but not required) education or skills for this roleNACompetenciesPlanning and Organizing
  • Attention to Detailaccuracyadaptable
Change Managementpresentation skillsrelationship builderverbal and written communicationaccountabilityresilientambitiousassertivediplomaticresults drivenethicalinterpersonal awarenessTRAVEL: Up to 30%.OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.
Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
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Level

ManagerL7

Location

Denver, CO

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Pension Funds

Posted

yesterday

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