Regional Sales Representative

Role Details

• 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.

• Work with assigned Regional Director to achieve annual sales goals and objectives

• Actively involved with working with clients assigned within assigned geographical territory to generate sales through strong call activity, product demos, and periodic face-to-face presentations.

• Requires up to 25% travel.

• Handle incoming calls and orders for all RPS products and services.

• Document all activity for inbound and outbound calls accurately.

• Build essential relationships with larger client base and provide excellent customer service response.

• Making assigned calls in prescribed time.

• Respond to client inquiries in an urgent matter.

• Initiate and follow-up with customers to sell or resolve problems, answer questions, provide correspondence as needed.

• Consultative selling approach

• Use fact-finding scripts when to effectively prospect for new business.

• Generate sales by maximizing call activity and continuously growing and developing product and market knowledge.

• Attend training sessions, meetings, and industry conferences.

• Read and file all product information in a timely manner.

• Read and evaluate market information to include annual reports, news articles, market publications, etc.

• Pursue information about competition and utilize in the sales process.

• Have a continued awareness of our market and participate in marketing discussions, as requested

• Develop full potential of each account.

• Leverage association and league relationships to generate sales leads through conferences and marketing efforts.

• Work as a team with all members of Ascensus sales organization.

• Contribute to team management by utilizing a strong work ethic and team communication.

• Update database, fact find and document client information

• Efficiently use all systems (AS400, CRM, IRADirect, Web-Ex, Excel, Word, Internet, etc.) and procedures to document workflow and progress.

• Clearly complete account documentation as requested and efficiently fulfills account correspondence as needed.

• Fulfill sales process as defined – prospecting, interviewing, presenting, proposing, contract, and sale.

• Performs other duties and special projects as assigned.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

Ascensus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.