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Regional Sales Rep

Location:Brainerd North, MN
Level:Full Time
Category: Sales


Position Purpose:                           

To assist in overall revenue generation and relationship management of clients by efficiently making outgoing sales calls to the prospect and client base and handling incoming leads


Essential Duties and Responsibilities:

  • 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.


Minimum Requirements:

  • Associate or Bachelor’s degree.
  • Sales Experience
  • Computer knowledge required.
  • Customer service skills.
  • Excellent communication skills.
  • Be goal driven and career minded.
  • Knowledge of the financial industry and retirement plans desired.


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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