Participant Engagement Consultant

Ascensus•Atlanta, GA

1d•Onsite

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This role is primarily responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. The consultant will represent Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Key activities include conducting participant communication meetings, organizing various communication mediums to achieve measurable results, and actively participating in new business efforts by presenting to prospects and conducting annual client reviews. The role also involves acting as a liaison between departments to generate referral opportunities and execute initiatives.

Requirements

Bachelor’s degree or equivalent education and related training
2-3 years of experience in defined contribution industry or related field
Series 65 license preferred (Registered Investment Advisor)
Accreditation in employee benefits, investments or equivalent (ASPPA examinations)
Excellent written and verbal communication skills
Consultative selling skills
Experienced public speaking and presentation skills
Project management skills, including the ability to multitask and organize priorities
Proficient in the use of computers and various software applications
Ability to travel, occasionally overnight

Nice To Haves

Public speaking or presentation skills
2-3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts
A solid foundation and understanding of 401(k) plan administration and regulations
Proven written skills and the ability to develop effective presentations

Responsibilities

Keep abreast of laws, regulations and trends and other issues that may affect plan participation.
Develop a broad understanding and ability to present effectively our capabilities relating to retirement readiness and IRM efforts across Ascensus.
Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants.
Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and Leadership Training programs according to guidelines.
Maximize participation in the Plan and increase participant savings rates.
Track, gather, evaluate and report meeting results.
Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offer recommendations.
Independently create plan specific presentation content referencing legal plan documents, Summary Plan Descriptions and Investment Policy Statements.
Provide basic retirement planning, investment and financial wellness education including workshop-based seminars, targeted mailing campaigns, webinars and videos.
Ensure that Plan Sponsors and participants receive a quality communication meeting through the completion of regular client and participant surveys.
Report participant communication activity for all programs conducted and ensure that appropriate fees are assessed.
Actively participate in new business efforts including developing and lead the participant communication services portion in presentations for prospects.
Look for cross selling opportunities within existing client relationships to improve the participant experience and bring additional revenue and/or referral opportunities.
Assist with special participant communication team projects and serve as a mentor and resource for new communications specialist team members.