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Senior Retirement Plan Education Consultant

Newport, an Ascensus Company

in Remote / AZ / CA / ID / NV / OR / WA

Logo for Newport, an Ascensus Company

**This position will be supporting our West Coast Clients, position may be remotely located (including California, Colorado, Arizona, Idaho, Texas etc.) Selected candidate must be able to work West Coast hours and travel to clients in the area (for in-person meetings/presentations)**

Who We Are

Newport, an Ascensus Company, helps companies 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: The Senior Education Consultant is responsible for providing “best in class” communications and education support for Newport’s retirement and executive benefit plan clients and their employees.  In this position, the senior consultant will be responsible for supporting some of our largest and most high-profile clients. The senior consultant will collaborate with client service teams to create and execute education initiatives that enhance the overall client experience and achieve measurable business objectives. Objectives include understanding client needs, identifying participant behaviors and the appropriate application of resources. The Senior Communications Consultant will participate in finals presentations, plan implementations and enrollments, annual plan reviews and deliver participant education and open enrollment sessions.

What You Will Do:

  • Research, design, write, and edit client communications programs, using a multi-media approach, i.e., print, electronic, in-person, etc.
  • Participate in on-site client and participant presentations including sales presentations, annual plan reviews and participant education meetings.
  • Partner with other departments to develop and deliver various types of communications.
  • Identifying measurable goals and work with management to track and report results for education and communication campaigns.
  • Drive client follow-up on a regular basis, working in collaboration with Newport’s client service teams.
  • Proactively recommend and new communication and education initiatives based on marketplace observations, participants and client needs.
  • Effectively communicates with individuals at all levels within the organization.
  • Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy.
  • Focuses on learning in everyday activities and events.
  • Collaborates with and openly shares knowledge with colleagues.
  • Regular, reliable, and punctual attendance.

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor's degree in Communications, English, Business Administration, Marketing or related field.
  • Ideal candidates will have between 5-7 years’ experience in the retirement plan or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines including client communications programs.
  • Strong attention to detail and experience proofreading and editing.
  • Strong PC skills, including Word, Excel, PowerPoint and Brainshark.
  • Excellent writing and creative skills.
  • Knowledge of graphic identity standards.
  • Strong presentation skills:  Able to effectively communicate, both verbally and in writing, the value of products, services and ideas to key audiences.
  • Strong Project management skills:  Able to develop and execute project plans.  Manage multiple assignments at a time and work well under pressure.
  • Knowledge of current issues and marketplace trends.

Competencies

  • Analytical
  • Builds Collaborative Relationships
  • Commitment to Excellence
  • Customer Oriented
  • Detail Oriented
  • Excellent Verbal and Written Communication Skills
  • Fostering Teamwork
  • Information Seeker
  • Integrity
  • Judgement
  • Networking Skills
  • Planning and Organizing
  • Problem Solver

TRAVEL:  Up to 60% (Will depend upon Client needs for in-person or virtual presentations)

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

How to Apply

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