Regional Sales Director, RPS Sales

Posted Yesterday
Be an Early Applicant
8 Locations
In-Office or Remote
Mid level
Financial Services
The Role
Lead regional sales activities for the RPS product suite targeting community banks and credit unions. Manage and mentor regional sales representatives, develop regional sales plans, pursue key relationships, follow up on leads, and meet sales/contact targets. Travel 50–60% for in-person client meetings and collaborate with Sales management on strategy and staffing.
Summary Generated by Built In

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.

 

Section 1: Position Summary

The primary responsibilities for this position include overall sales activities, booking travel for face to face client sales meetings, and coordinating with the Regional Sales Representatives within assigned region.  This position will implement and achieve the strategies & goals set forth by the VP of Business Development. This position will build, develop and maintain a client base for the Community Banks and Credit Unions within the assigned region.  This position will prospect each sales pipeline for the correlating internal sales team members and focus on key relationships within those specific accounts. The ideal candidate for this position will have experience in calling on senior management and key decision makers in community banks and credit unions.

Section 2: Job Functions, Essential Duties and Responsibilities

  • 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.
  • Sales focus will be RP&S product suite. Consistently meet or exceed sales goals by cultivating and nurturing client base.
  • Actively involved in working with assigned RPS markets and the revenue and non revenue accounts in the region through in-person presentations and telephone solicitations.
  • Function as the primary sales leader and tactical planner for the regional team.  This includes adapting the strategies set forth by Sales management to the specific region, working closely with Sales management on evaluating sales and marketing needs for the assigned region.
  • Follow through on incoming sales leads, service and product delivery, again in coordination with assigned Regional Sales Representatives.
  • Develop regional sales plan and lead regional sales team members within assigned region.
  • Provide mentoring and basic supervisory functions for assigned sales team including assisting Sales management with associate performance reviews, coaching, mentoring and development.
  • Work with other Sales team members and Ascensus Associates to efficiently and effectively sell RPS Ascensus products & services.
  • Coordinate with Sales management with general staff coverage and time off scheduling.
  • Have a continued awareness of  all markets
  • Pursue information about competition and utilize in the sales process
  • Assist other sales staff within -other regions when necessary.
  • Requires 50%-60% travel.
  • Meet minimum client and prospect contact activity targets.
  • Read and evaluate market information to include annual reports, news articles, market publications, etc.
  • Performs other duties and special projects as assigned.

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in business or related field or equivalent sales experience
  • 2-4 years of outside sales experience
  • Excellent written and oral communication skills
  • Excellent analytical and problem resolution skills
  • Must possess excellent presentation and closing skills.
  • Computer experience in Word, Excel, Access, and PowerPoint required.
  • Excellent communication and customer service.
  • Be goal driven and career minded.
  • Team player with a strong commitment to Client Service and Client Advocacy
  • Ability to work well under pressure with multiple priorities and deadlines
  • Able to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company

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.

Skills Required

  • Bachelor's degree in business or related field or equivalent sales experience
  • 2-4 years of outside sales experience
  • Excellent written and oral communication skills
  • Excellent analytical and problem resolution skills
  • Excellent presentation and closing skills
  • Computer experience in Word, Excel, Access, and PowerPoint
  • Excellent communication and customer service
  • Be goal driven and career minded
  • Team player with a strong commitment to Client Service and Client Advocacy
  • Ability to work well under pressure with multiple priorities and deadlines
  • Able to make dependable judgments concerning issues with potential financial and client relations impact

Ascensus Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.

  • Flexible Benefits Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
  • Healthcare Strength Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
  • Parental & Family Support Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.

Ascensus Insights

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The Company
HQ: Dresher, PA
4,629 Employees
Year Founded: 1980

What We Do

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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