• Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity • Partner effectively with external sales counterparts and generate monthly sales results within an assigned book of business in the financial advisor channel and/or TPA network • Manage prospects throughout the sales cycle, resulting in closed business • Develop and strengthen relationships with key advisors and centers of influence • Deliver sales presentations to key advisors primarily via phone and web presentations • Schedule meetings for External partner(s) with key prospects and producers • Develop and share proactive sales techniques that lead to increased revenue • Professionally represent Ascensus at conferences and educational forums • Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services • Be able to delegate and provide direction to team Sales Associates • Mediate and resolve escalated client service issues when necessary for producers • Assist in the creation and management of the book of business travel rotation • Assist in the development of assigned business plans • Identify ways to attract and retain new clients • Manage all business and sales related information within CRM • Work and thrive independently with little to no supervision • Periodic travel as needed • 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.