Policy Renewals Sales Jobs

1 job found

1d ago

Retirement Renewal Sales Director

Ascensus Remote 🌍 Remote

Remote

1d ago

$175k - $200k/yr Full time Manager Marketing Account Management

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Job Description

Lead retention strategy for Core Retirement’s most complex, high-value clients and drive revenue protection through disciplined, cross-functional renewal execution.

Responsibilities

Own and execute the retention strategy for Core Retirement’s largest and most strategically important clients
Personally engage in high-risk renewal situations to drive successful outcomes with senior-level influence
Develop and lead tailored retention strategies covering pricing, service, relationship, and competitive dynamics
Use established internal relationships and credibility to align cross-functional teams around retention priorities
Act as a senior leader and trusted advisor during complex renewal discussions
Partner with Sales, Relationship Management, and Client Service leaders to strengthen client engagement
Reduce attrition and protect high-value revenue streams in the large-plan segment
Identify trends and root causes of client loss, then partner across the organization to address drivers proactively
Support strategic pricing and positioning decisions to maximize revenue and retention while maintaining financial discipline
Improve client economics by introducing additional services and products through the renewal process
Collaborate across Sales, Operations, Product, Technology, and Client Service to address systemic attrition causes
Champion improvements in service delivery and client experience that impact retention outcomes
Institutionalize a proactive, data-driven retention model
Provide clear, actionable insights to senior leadership on retention risk, pipeline, and outcomes
Implement a structured approach to identifying and intervening with “at-risk” clients earlier in the lifecycle
Drive accountability across teams for retention results
Ensure confidential data is protected, properly handled, and secured against unauthorized access, improper transmission, and/or unapproved disclosure

Requirements

Minimum 10 years of experience in a high-performance retirement plan sales organization
Proven ability to think strategically and execute tactically
Effective organizational, leadership, decision-making, and communication skills
Proficiency with sales tools and technologies (e.g., CRM, PowerBI, content management systems)
Strong leadership presence and ability to influence without direct authority
Deep credibility across the organization and with senior stakeholders
Collaborative, solutions-oriented mindset focused on outcomes
Confidence and clarity when navigating complex, high-pressure client situations
Passion for strengthening the business through improved client retention

Technologies

CRM
PowerBI
content management systems

Benefits

401(k) match
Medical
Dental
Vision
Paid-Time-Off

Openings and Location

1 opening
Remote
Preferably on the East Coast

Compensation: USD 175,000 - 200,000 per year

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