Consultant, Newport

Ascensus • Lake Mary, FL

2d

About The Position

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. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. 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 Management Responsibilities None Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

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

• Assists the consulting team with the management of case work and work flow of assigned cases.
• 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

Benefits

• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level