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Ascensus
Ascensus
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceInsurance
Ascensus provides administrative and recordkeeping services across the retirement, education, insurance, and financial services sectors. Its work supports individuals and organizations pursuing financially secure retirement outcomes and quality education, with teams focused on service delivery, operational excellence, and high standards. Ascensus emphasizes integrity, quality, diversity, inclusion, and equal opportunity as part of its workplace culture, and hires across a broad range of professional functions.
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Regional Vice President, Retirement Sales – California (Remote)

Lead retirement plan sales across California by building relationships with financial professionals and intermediary firms. The role covers territory development, product positioning, prospecting support, and sales coordination.

USUnited StatesCACaliforniaRemoteFull-timeLeadEnglish RequiredVice President

Description

  • Grow retirement plan sales through financial professionals, TPAs, RIAs, and DCIO firms.
  • Promote Ascensus products and offerings from alliance partners.
  • Support financial professionals with prospecting and join sales calls when requested.
  • Build productive relationships with financial professionals to win retirement plan business.
  • Coordinate wholesaling activity with Internal Sales Coordinators and ASC internal teams.
  • Keep industry, technical, and product knowledge up to date.
  • Prepare management and expense reports and complete special assignments.
  • Hold at least 60 meetings each month, including 45 with financial professionals, and record them in the CRM.
  • Maintain a list of the top 150 financial professionals to guide territory development and geographic coverage.
  • Help existing employers and financial professionals retain current business.
  • Build relationships with DCIO firms to promote Ascensus solutions.
  • Join final presentations when needed.
  • Safeguard confidential Ascensus and client information.
  • Apply Ascensus’s I-Client philosophy and core values in daily work.
  • Carry out other assigned duties.

Requirements

  • 7–10 years of experience in the retirement plan industry, or 3–5 years in a retirement plan wholesaling role.
  • A record of successful sales of full-service defined contribution recordkeeping and administrative services.
  • Willingness to travel overnight.
  • Strong time management skills.
  • Ability to work effectively in a fast-paced environment with limited supervision.
  • Series 6 and 63 licenses, or ability to obtain them within six months of hire.
  • Excellent written and verbal communication skills.
  • In-depth knowledge of ERISA and plan design.
  • Ability to discuss industry trends with senior, DC-focused financial professionals.
  • Ability to learn multiple platforms and product solutions and support financial professionals with needs analysis.
  • Strong knowledge of key competitors and their advantages.
  • Knowledge of fiduciary 3(21) solutions, mutual fund share classes, operating expenses, and plan costs.

Benefits

  • Overnight travel is required.
  • The Series 6 and 63 licenses may be obtained within six months of employment.

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