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Nonqualified Plan Sales Consultant (COLI or Retirement)

Newport, an Ascensus Company

in CT / DC / DE / MA / MD / ME / NH / NJ / NY / OH / PA / RI / VA / VT

Logo for Newport, an Ascensus Company

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.

We have an excellent opportunity for a Nonqualified plan sales consultant in our Institutional Solutions Group. This position is responsible for growing our distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services. The candidate will develop relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S.  The Sales Consultant will consult with those advisors to help the advisor grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Ascensus products and services.

Job Summary:  Selected candidate will execute the sales and marketing strategy for their assigned market segment.  This includes: executing sales initiatives with specific objectives and metrics for measurement; growing Newport’s distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S.; and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.

Essential Functions

  • Achieve monthly, quarterly, and annual sales goals
  • Actively participate in a team culture that promotes overall overachievement of team and individual revenue goals.
  • Timely updates of customer relationship management system (CRM)
  • Work with a best-of-class sales organization that consistently meets revenue targets while providing great service to clients and partners.
  • Significantly increase sales revenues by finding high level opportunities
  • Build long-term, loyal relationships with partners that cultivates repeat business and opportunities
  • Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources.
  • Direct involvement with selling into major clients; sales presentations to top-tier management and other critical partners and clients.
  • Using extensive knowledge and expertise, consult with partners to help them be more financially secure in their own futures.  Ability to articulate our website technologies and the total suite of product offerings including those offered by our Ascensus and Newport partners.
  • Champion the sales and business development initiatives.
  • Represent the company at conferences and trade shows, maintaining a high visibility role in the industry.
  • Provide retirement plan and sales expertise to teammates

Required Education, Experience and Certificates, Licenses, Registrations

  • 5 -10 years of experience of nonqualified retirement plan sales is a must. COLI sales experience in addition is a significant asset.
  • Proven success selling corporate owned life insurance and related products
  • In-depth knowledge of nonqualified retirement plans, COLI and BOLI (Qualified plans helpful as well)
  • Deep relationships with wirehouses, consulting firms, accounting firms, BGAs, etc. within assigned territory region.
  • Experience in building a network of loyal, long term relationships
  • Ability to multi-task and work effectively in a fast-paced sales and team environment
  • Exceptional organization skills, strong attention to detail and a high degree of accuracy
  • Manage to key metrics to drive the business forward
  • An aggressive, competitive, team player
  • Proven ability to adapt to changing market conditions
  • Highly organized, thrives in a fast-paced, dynamic environment.
  • Excellent communication, interpersonal and presentation abilities.

TRAVEL:  Up to 30%.

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”). 

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