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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge in retirement plan sales, including ERISA regulations and plan design, while effectively managing relationships with Financial Professionals and DCIO firms. Proven ability to conduct high-volume meetings and provide tailored solutions to meet client needs.
Highest-signal resume keywords
Retirement Plan Industry ExperienceSales Experience in Defined Contribution RecordkeepingStrong ERISA KnowledgeSeries 6 and 63 CertificationTime Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan SalesDefined Contribution RecordkeepingPlan Design KnowledgeNeeds AnalysisCompetitive AnalysisFiduciary 3(21) SolutionsMutual Fund Share ClassesOperating ExpensesPlan Costs
Soft Skills
Excellent Communication SkillsRelationship ManagementAbility to Operate IndependentlyAdaptability in Fast-Paced Environments
Tools & Technologies
CRM Software
Certifications & Qualifications
Series 6Series 63
Industry Keywords
Financial ProfessionalsTPAsRIAsDC I/O FirmsWholesalingConfidential Data HandlingClient RetentionIndustry Trends
About the role
Key responsibilities & impact- Facilitate growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms
- Promote Ascensus product options and alliance partners’ products
- Advise and assist Financial Professionals during prospecting and attend sales calls as requested
- Establish and maintain productive relationships with Financial Professionals to earn retirement plan business
- Coordinate wholesaling efforts with Internal Sales Coordinators and ASC Internals
- Remain current on industry, technical, and product knowledge
- Complete management reports, expense reports, and special tasks
- Conduct at least 60 meetings per month, including 45 with Financial Professionals, and document them in CRM
- Maintain a Top 150 Financial Professionals list to develop territory practices and geographic rotation
- Assist existing employers and Financial Professionals with retention of current business
- Maintain relationships with DCIO firms to promote Ascensus solutions
- Participate in final presentations as needed
- Protect, secure, and properly handle confidential Ascensus and client data
- Demonstrate Ascensus’s I-Client philosophy and core values in daily work
- Perform other duties as assigned
Requirements
What you’ll need- 7-10 years of experience in the retirement plan industry or 3-5 years of experience in a wholesaling role in the retirement plan industry
- Proven successful sales experience of full service defined contribution recordkeeping and administrative services
- Overnight travel is required
- Superior time management skills
- Ability to operate effectively in a fast-paced, unsupervised environment
- Series 6 and 63 (or the ability to obtain within six months of employment)
- Excellent written and oral communication skills
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss industry trends with high-end DC-focused Financial Professionals
- Ability to learn multiple platform/product solutions and assist Financial Professionals with needs analysis
- Strong knowledge of key competitors and competitive advantages
- Knowledge of fiduciary 3(21) solutions, mutual fund share classes, operating expenses, and plan costs
Benefits
Comp & perks- Overnight travel required
- Series 6 and 63 licensing support: ability to obtain within six months of employment