Consultant

Newport an Ascensus company helps employers offer their associates a more secure financial future throughretirement plansinsuranceandconsulting 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.

Target location: Lake Mary FL & surrounding areas

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 Newports 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

Required Education Experience and Certificates Licenses Registrations

• Bachelors 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.

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