Internal Wholesaler III

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 Overview:

Responsible for driving sales by proactively and reactively marketing FuturePlan by Ascensus as the premier provider of TPA retirement services. The primary function is to work closely with the sales team and external referral sources to increase sales and seek new markets for URPC. Tasks include providing world class sales support to the sales team and financial advisors, building relationships with the sales team and external referral sources, and providing product information to potential clients. The role also initiates sales calls and related follow-up communication, as well as identify new corporate or regional opportunities to establish new clients and enter new markets.

Principal Duties and Responsibilities (Essential Functions):

• Coordination with the National Sales Director and key sales team members to achieve individual and team sales goals
• Establish and maintain ongoing relationships with Regional Vice Presidents (RVP) at key platform partner firms
• Make outbound telephone calls to Financial Advisors and Platform Wholesaler partners to promote services
• Increase market penetration by setting appointments, delivering product updates, and proactively cultivating new prospects
• Respond to inbound sales inquiries, literature requests and service issues
• Excellent listening skills to better assess a sales representative's need and determine the type of sales support necessary to accomplish the objective
• Serve as a resource for the sales team to explain product features and benefits
• Market 401K in-a-box to Financial Advisors
• Other tasks as assigned

Qualifications & Skills

• Ability to work independently as well as regularly work with groups of clients
• Exceptional verbal and written communication skills
• Proficiency with Microsoft Office Suite
• Strong organizational skills, detail-oriented, and the ability to multi-task
• Highly motivated

Education

• BS or BA in finance, business or a related field
• Three or more years of experience in investment management and knowledge of relevant financial concepts and investment strategies
• Appropriate certifications (commonly the Series 63 Securities License in combination with
• Series 6 or Series 7 licenses)

Travel Requirements:

• Minimal travel required as needed.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

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.