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    Senior Consultant - Charlotte, United States - Ascensus

    Ascensus
    Ascensus Charlotte, United States

    1 month ago

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    Description

    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.

    **Job Summary** : Manages nonqualified case work and workflow of assigned cases and ensures that the best and most appropriate resources are designated to support the development of cases while having a direct impact on the successful acquisition of new clients.

    **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ .

    + Serves as the nonqualified liaison between internal technical staff, nonqualified Regional Directors (RDs) and our intermediary distribution partners in the development of new nonqualified clients.

    + Coordinates and compiles plan diagnostic evaluations for prospective nonqualified clients to include plan design evaluation (Best Practices), evaluation and recommendation of funding strategies, optimization and recommendations regarding participant investment menu options, trustee search and selection, etc.

    + Fosters strong relationships and maintains strategic oversight for clients along with intermediary partners and Newport Relationship Managers (RMs).

    + Participates in special projects that enhance productivity/efficiency and suite of nonqualified services.

    + Evaluates and consults on nonqualified plan design, including Corporate Owned Life Insurance (COLI)

    + Conducts presentations on all facets of nonqualified products and strategies

    + Training of nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace

    + Coordinates completion necessary compliance documentation related to placements of securities

    + 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**

    + Bachelor's degree from four-year college or university

    + 10+ years of consulting/selling nonqualified retirement products 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** 10%.

    **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 associate for this job. Duties, responsibilities and activities may change at any time with or without notice.

    **EQUAL OPPORTUNITY EMPLOYER**

    Offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

    Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

    _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com_ _or @futureplan.com_ _email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._

    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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