FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. Position Summary The National Account Sales Director, FuturePlan is responsible for creating visibility and distribution for FuturePlan at an enterprise level. This role focuses on strengthening our presence with key influencers through increased visibility to establish FuturePlan as the partner of choice for TPA, Actuarial, 3(16), and PEP solutions. The National Account Sales Director, FuturePlan identifies, manages, and expands relationships and strategic alliances with centers of influence, such as recordkeeping, broker dealer, investment, and payroll providers. This role represents all FuturePlan, including product and service offerings, and is responsible for creating distribution through direct sales while establishing recurring distribution channels for the sales organization. This role will work with all internal partners to manage the positioning of product and service offerings. Developing and implementing a strategy for growth with new and existing partners is essential. Revenue growth and retention are key measures of success. There is only one position. It can be remote in lower 48 states or Hybrid at one of our major locations. 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

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.

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