Ascensus

Strategic Business Consultant – Retirement Sales

Ascensus

full-time

Posted on:

Location Type: Remote

Location: Pennsylvania • United States

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About the role

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
  • Foster lasting relationships and promote organic growth with elite advisors and elite TPAs through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services
  • Meet with C-Level executives of employers to develop education and communication strategies
  • Communication of new platform rollouts and enhancements; providing training as appropriate
  • Consistently demonstrate a superior level of proactive client focus and team work
  • Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth
  • Internal advocate for elite advisors and elite TPAs and their clients by coordinating with internal Ascensus departments
  • Consistently enhance the Ascensus experience to strengthen relationships and capture a greater share-of-wallet from elite advisors and elite TPAs
  • Review existing book of business to identify plan retention; and to position products end services to optimize plan performance, and to add value for advisors and generate revenue to the business
  • Identify and execute cross-sell revenue opportunities
  • Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark and other reporting as determined)
  • Lead and/or participate in projects and initiatives related the creation of additional value for existing relationships
  • Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients, elite advisors and TPAs.
  • Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms.
  • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.

Requirements

  • Bachelor’s degree in business or related fields, or equivalent work experience
  • 5+ years of experience in retirement services industry
  • 7+ years of experience in retirement services industry, preferred
  • Prior experience with direct client/client equivalent relationships within a financial services administrative environment
  • Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
  • Excellent analytical and problem solving skills
  • Ability to work with a high level of independence
  • Must be detail oriented and be able to produce high quality work within tight time constraints
  • Ability to make sound business judgments while effectively balancing client needs and organizational considerations
  • Excellent written and oral communication skills, including group presentation experience
  • Proficiency with Microsoft Office products including Excel, Word and PowerPoint
  • Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
  • Ability to travel as required
  • Demonstrated project management skills
  • Detailed understanding of investments utilized in retirement programs.
Benefits
  • We are proud to be an Equal Opportunity Employer
  • Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the American with Disabilities Act and applicable state laws.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data protectionconfidential data handlingstrategic analysisconsultative solutionscustomized reportingpricing reviewsinvestment evaluationproject managementretirement program investments
Soft Skills
client focusteamworkrelationship buildinganalytical skillsproblem solvingindependenceattention to detailbusiness judgmentcommunication skillspresentation skills