Participant Engagement Consultant

Ascensus

Participant Engagement Consultant responsible for planning participant communication strategies for retirement plans at Ascensus. Engaging participants through education programs and maximizing savings rates.

Posted 5/29/2026full-timeDresher • North Carolina, Pennsylvania, South Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Responsible for planning and implementing the participant communication and engagement strategy for retirement plans
Conduct participant communication meetings and organize all forms of participant communication mediums
Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients
Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings
Maximize participation in the Plan and increase participant savings rates
Track, gather, evaluate and report meeting results
Work directly with the Plan Sponsor and Client Relationship Manager on effective education medium for each Plan
Create plan specific presentation content referencing legal plan documents
Provide basic retirement planning, investment and financial wellness education
Ensure quality communication meetings through regular client and participant surveys
Report participant communication activity for all programs conducted
Assist with special participant communication team projects

Requirements

What you’ll need

Bachelor’s degree or equivalent education and related training
2-3 years of experience in defined contribution industry or related field
Series 65 license preferred (Registered Investment Advisor)
Accreditation in employee benefits, investments or equivalent (ASPPA examinations)
Excellent written and verbal communication skills
Consultative selling skills
Experienced public speaking and presentation skills
Project management skills, including the ability to multitask and organize priorities
Proficient in the use of computers and various software applications
Ability to travel, occasionally overnight

Benefits

Comp & perks

Health insurance
401(k) plan
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement planningfinancial educationparticipant communicationsales presentationsproject managementdata evaluationpresentation content creationinvestment educationfinancial wellness education

Soft Skills

written communicationverbal communicationconsultative sellingpublic speakingpresentation skillsmultitaskingorganizational skills

Certifications

Bachelor’s degreeSeries 65 licenseASPPA examinations