Ascensus · 2 days ago
VP, Sales Consultant - Sacramento (Retirement Industry)
Sacramento, CA
Full-time
Onsite
Mid, Senior Level
$70K/yr - $100K/yr
7+ years expAscensus is a leading third-party administrator of retirement plans, and they are seeking a Vice President, Sales Consultant to drive sales and establish new business relationships. The role involves coordinating sales activities, maintaining relationships with financial advisors, and ensuring the growth of FuturePlan's services in the retirement industry.
ConsultingRetirementTraining
Responsibilities
Strong, in-depth ERISA and plan design knowledge
Ability to discuss industry trends with Financial Advisors
Ability to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solution
Strong knowledge of key competitors with the ability to highlight our competitive advantages
Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness
Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers
Assist existing employers and Financial Advisors in the retention of current business (as needed)
Excellent written and oral communication skills
Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
Assist with other tasks and projects as assigned
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
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Qualification
Required
Strong, in-depth ERISA and plan design knowledge
Ability to discuss industry trends with Financial Advisors
Ability to learn multiple platform/product solutions; assist Financial Advisors with a 'needs analysis' to ensure the appropriate solution
Strong knowledge of key competitors with the ability to highlight our competitive advantages
Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business
Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness
Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested
Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost
Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall 'cost' of services to Financial Advisors and Employers
Assist existing employers and Financial Advisors in the retention of current business (as needed)
Excellent written and oral communication skills
Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors
Assist with other tasks and projects as assigned
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
A minimum of 7 years' experience in the retirement plan industry or 3-5 years' experience in a business development role in the retirement plan industry
Proven successful sales experience of retirement administrative services
Overnight travel is required
Superior time management skills required
Ability to operate effectively in a fast-paced, unsupervised environment
Proficient in PC, CRM and web applications
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
2025-10-09
Company data provided by crunchbase