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Ascensus | Vernon, United States | Posted July 04, 2026
Position Overview
Job Functions
, Essential Duties and Responsibilities
Strong, in-depth ERISA and plan design knowledgeAbility to discuss industry trends with Financial AdvisorsAbility to learn multiple platform/product solutions; assist Financial Advisors with a “needs analysis” to ensure the appropriate solutionStrong knowledge of key competitors with the ability to highlight our competitive advantagesEstablish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan businessCoordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectivenessRemain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/costAbility to discuss in detail operating expen...