National Account Sales Director (TPA/Retirement industry)
1 Days Old
Job Functions
, Essential Duties and Responsibilities The successful candidate is expected to:
Ensure that direct sales and recurring distribution channels meet budgeted revenue objectives.
Establish professional relationships with our current and prospective partners to share information, educate and identify opportunities to position all product and service offerings.
Develop execution plans for growth opportunities to drive adoption of FuturePlan services and maintain tracking of pipeline opportunities.
Advocate and represent partners and clients when working internally to advise on products and services.
Understand marketplace trends and ensure FuturePlan is appropriately positioned by acting as a lead industry influencer with prospects, partner and internal team members.
Collaborate with the President of FuturePlan, Head of Sales FuturePlan, and finance to set overall pricing strategy across new and existing business.
Partner with marketing team to develop communication campaigns to build awareness and understanding of our product and service offerings to build our brand and create field activity.
Responsible 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.
Demonstrates client service philosophy and our Core Values of People Matter, Quality First, and Integrity Always in all actions daily to support our organizational culture.
Assist with other duties as assigned.
Section 3: Experience, Skills, Knowledge Requirements
Bachelor’s degree in business or related field or equivalent work experience
10+ years experience in the retirement services industry
The ideal candidate should possess strong sales and marketing abilities, exhibit leadership qualities, and, demonstrate familiarity with aspects of ERISA
It is important to understand how recordkeeping and TPA systems interact, as well as how wholesalers, advisors, TPAs, sales consultants, and plan sponsors partner within this network.
Excellent leadership skill and demonstrated ability to influence decision makers
Demonstrated understanding of selling concepts and practices
Ability to travel 75% of time
Comprehensive knowledge of our product offerings
Excellent analytical and problem resolution skills
Ability to work well under pressure with multiple priorities and deadlines
Able to effectively render sound advice and judgment within company guidelines
Ability to manage pipeline information and reports, data, and insights of a sales territory
Proven ability to generate revenue and drive sales growth
Possess a strong understanding of the Consultative Selling Process
Strong presentation and organizational skills and the ability to manage multiple projects.
High standards for accuracy and work quality and effective conflict resolution skills.
Exhibit the sales skills required to lead by example.
Excellent verbal and written communication skills and strong negotiation skills.
Must have computer literacy (i.e., spreadsheets, word processing, PowerPoint).
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is $130,000 to $150,000 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.
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