SanAntonioTXRecruiter
the smart solution for San Antonio jobs

External Sales Consultant (alternative custody solutions)

Company: Ascensus
Location: San Antonio
Posted on: September 15, 2018

Job Description:

Provident Trust Group, an Ascensus owned company, is retirement custodian and administrator that specializes in self-directed IRAs with comprehensive trust and escrow services. We have an exceptional opportunity for a seasoned sales professional who is a prolific hunter and navigator of winning business with large institutional companies. Specifically, this position will target broker/dealer & RIAs and will help drive new revenue vehicles for retirement solutions requiring alternative assets, escrow deals for private capitals raises, and new product creation to deliver differentiation and value. Successful candidate can work out of either our Roseville, CA or Las Vegas, NV locations or remote San Antonio, TX or Phoenix, AZ. Responsibilities include relationship management for these key institutions, coordination of due diligence and RFI requests, and new product or process development. The position will drive new deals and align with the Provident Trust Groups Strategic Account Management team, Director of Sales and other sales leadership within Ascensus. Responsibilities:

  • Identify and develop new lasting relationships and promote growth with distribution intermediaries through value-added strategic selling and execution of consultative solutions to further Ascensus reputation as a premier provider of retirement, escrow, and custodial services.
  • Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and new account growth.
  • Act as an internal advocate for key intermediaries and their clients by coordinating with internal Ascensus departments.
  • Consistently deliver superior service to strengthen relationships and capture a greater share-of-wallet from key intermediaries.
  • Review existing book of business to identify plan retention and cross-sell revenue opportunities with Strategic Account Management Team.
  • Lead and participate in projects and initiatives related to the establishment of new key intermediary relationships.
  • Maintain proficiency with multiple partner products and Ascensus proprietary products to effectively manage key relationships across these platforms.
  • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the sales function.
  • Prospecting Live Event / Networking opportunities aimed at creating partnerships
  • Knowledge of broker-dealer segment & custodial model
  • Understanding of retirement market and how TPAs, Record-Keepers and Custodians can partner to drive new product development and growth
  • Ability to cross-sell and up-sell within a multi-division company to help drive synergies and growth for the companys overall value proposition
  • Assist with other tasks and projects as assigned
  • Proven track record working with broker dealers or other financial institutions
  • 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. Requirements:
    • Bachelors degree in business or related fields, or equivalent work experience
    • 5+ years of experience in financial industry or related industry
    • Prior experience with direct client/client equivalent relationships within a financial services administrative environment
    • Excellent analytical and problem solving skills
    • Ability to work with a high level of independence
    • Ability to handle multiple objectives at the same time while producing quality results within tight time constraints
    • Ability to make sound business judgments while effectively balancing client needs and organizational considerations
    • Excellent written and oral communication skills, including group presentation experience
    • Proficiency with Microsoft Office products including Excel, Word and PowerPoint
    • Strength in building strong relationships with C level executives and their teams
    • Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
    • Ability to travel as required (up to 30%)
    • Ability to lead within Ascensus for new deals and products Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college. Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

      Keywords: Ascensus, San Antonio, External Sales Consultant (alternative custody solutions), Professions, San Antonio, Texas

      Click here to apply!

      Didn't find what you're looking for? Search again!


      I'm looking for
      in category
      within


Other Professions Jobs


Lyft Driver - Get Paid the Same Day with Express Pay
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Paige
Posted on: 09/20/2018

Lyft Driver - Earn Extra Cash
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Bastrop
Posted on: 09/20/2018

Lyft Driver - Get Paid the Same Day with Express Pay
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Spring Branch
Posted on: 09/20/2018


No CDL? We can help - Apply Today!- Sign up Today!
Description: CDL or No CDL Doesn't Matter We Train, We Hire - Guaranteed. Whether you need a CDL, Job, or both we have you covered. At C.R. England, we train new drivers and hire experienced drivers. We are seeking (more...)
Company: CR England
Location: Briggs
Posted on: 09/19/2018

Warehouse Associate
Description: Move the freight that moves the world forward. At XPO Logistics, one of the world's leading logistics and transportation companies, we provide the solutions that organizations around the globe count on. (more...)
Company: XPO Logistics, Inc.
Location: San Marcos
Posted on: 09/20/2018

Lyft Driver - Get Paid the Same Day with Express Pay
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Red Rock
Posted on: 09/19/2018

Lyft Driver - Supplement Your Warehouse income
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: San Marcos
Posted on: 09/19/2018

Lyft Driver - Get Paid the Same Day with Express Pay - Make $1,500 in Your First Month, Guaranteed
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Spring Branch
Posted on: 09/19/2018

Truck Driver - Class A CDL (Bastrop,TX)
Description: Pay Benefits br br ul li Starting pay 0.50 to 0.53 per practical mile li The top 25 of our OTR drivers average over 80,300 annually li GUARANTEED Detention
Company: Crete Carrier Corporation
Location: Bastrop
Posted on: 09/20/2018

CDL-A Owner Operators Trucking Driving Job
Description: Begin your owner operator truck driver partnership with USA Truck today - Now with increased pay At USA Truck, owner operator truck drivers can count on outstanding support, plenty of freight, and reliable (more...)
Company: USA Truck
Location: Wimberley
Posted on: 09/20/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Texas jobs by following @recnetTX on Twitter!

San Antonio RSS job feeds