Consultant

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:  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 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

Management Responsibilities

• None

Required 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.

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