Consultant, Newport

The Newport Group

251d

About The Position

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: Assists the consulting team with the management of case work and work flow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.

Requirements

• Bachelor's degree from four-year college or university.
• 3 to 5 years of retirement services industry experience with direct accountability for client deliverables, retention and satisfaction in a client services delivery/client facing environment.
• Strong analytical skills and ability to conduct presentations to individuals and large groups.

Nice To Haves

• Series 6.
• Insurance License.

Responsibilities

• Serves as the Newport liaison between Newport internal technical staff, Newport Regional Directors (RDs) and our intermediary distribution partners in the development of new clients.
• Provides sales support for the NQ consulting team.
• Compiles plan ‘diagnostic' evaluations for prospective clients to include plan design evaluation (Best Practices), optimization and recommendations regarding participant investment ‘menu' options, trustee search and selection, etc.
• Fosters strong relationships Newport Relationship Managers (RMs).
• Participates in special projects that enhance Newport's productivity/efficiency and suite of services that would benefit from your diverse background in technology, systems, accounting, etc.
• Completes necessary compliance documentation related to placements of securities.
• Maintains prospect and client databases.
• Conducts presentations to individuals and large groups.
• Self-starter working in a fast-paced, demanding environment under tight deadlines.
• Focuses on learning in everyday activities and events.
• Applies advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
• Collaborates with and openly shares knowledge with colleagues.
• Regular, reliable and punctual attendance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree