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Retirement Consultant for Non-Qualified Plans

Newport, an Ascensus Company

in Remote / Lake Mary FL

Logo for Newport, an Ascensus Company

Who we are:

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance 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. This position is a Hybrid role based out of our Lake Mary, FL office, with the ability to work remotely on a hybrid schedule after training is complete.

What You Will Do:

  • 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

Education, Experience and Certificates, Licenses, Registrations

  • 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.

Preferred (but not required) education or skills for this role

  • Series 6
  • Insurance License

Competencies

  • Analytical
  • Avid learner
  • Client Focused
  • Collaborative
  • Detail Oriented
  • Verbal and Written Communication Skills
  • Integrity
  • Planning and Organizing
  • Self-motivated
  • Team Player
  • Independent
  • Critical Thinking
  • Business Acumen

TRAVEL:  Up to 5%.

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.

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

Apply Now


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