Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Job Profile Summary: Support the implementation of the strategic team selling program. Work with Sales Regional Vice Presidents (RVPs), primarily in the mid-market space, on the delivery of individualized sales finals across multiple product lines, utilizing the expertise of presentation teams, product managers, and internal support groups.
Job Description:
Responsibilities
- Manage related sales projects.
- Create comprehensive sales finals presentations and material
- Collaborate with the Sales RVPs on each opportunity and partner together in the preparation for sales finals and technology demonstrations.
- Identify and secure the designated presentation team based on the needs assessment of the prospect, with specific emphasis on key issues, special needs and tailored delivery of materials and services.
- Conduct internal meetings with the presentation team, product managers, and internal support groups (Pricing, RFP, system analysts, etc.) to focus necessary resources on the opportunity, including engagement of client management and new business services.
- Participate in due diligence site visit meetings to introduce digital participant and plan sponsor tools.
- Participate in sales final presentations with prospective prospects or advisors to present digital participant and plan sponsor tools.
- Conduct post finals follow-up with Sales RVPs and the presenters to identify current and future team selling needs.
- Collaborate with the RVP/Renewal Sales Director to understand competitive data to learn product set, available services, and uniqueness based on the market size.
Qualifications
- Bachelor’s degree in a business field or equivalent experience
- Five years of experience in the retirement services industry
- Experience creating presentations and marketing materials
- Knowledge of 401(k), 401(b), pooled plans, nonqualified, and defined benefit plans
- Knowledge of competitor products and services
- Proficient using MS Office (Word, Excel, PowerPoint, Outlook) and CRM software
- Excellent presentation, communication, and interpersonal skills to work effectively with a variety of people at all levels within and outside the company
Preferred Qualifications
• FINRA Series 6 or 7; Series 63 or 66
• Experience with Salesforce.com Working Conditions
• Office of hybrid office/remote environment Moderate travel
We are proud to be an Equal Opportunity Employer
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.
Bachelor's degree in business or equivalent experience, five years in retirement services, presentation and marketing material experience, plan knowledge, MS Office and CRM proficiency.
Key Responsibilities
- managing projects
- creating presentations
- conducting meetings
Skills & Tools
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM, Salesforce.com
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Pennsylvania, United States
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Tuition reimbursement
- Retirement plan
About Ascensus
A technology and service platform helping people save through retirement and other savings plans. — Industry: Finance