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: Manage case work and work flow of assigned cases and ensure that the best and most appropriate resources are designated to support the development of any case.
This role will have a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Serve as the Newport liaison between Newport internal technical staff, Newport Regional Directors (“RDs”) and our intermediary distribution partners in the development of new clients.
Coordinate and compile plan ‘diagnostic’ evaluations for prospective 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.
Foster strong relationships and maintain strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”).
Participate 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.
Coordinate completion necessary compliance documentation related to placements of securities
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
Bachelor's degree from four-year college or university
10+ 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
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from intermediary partners, prospects and clients.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
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.
Whatsapp
