Strategic Business Consultant, Retirement Sales

🕒 August 31

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Work closely with Client Services as the focal point for elite advisors and elite TPAs • Manage relationships with elite advisors and elite TPAs to ensure successful service experiences, book-of-business retention, and organic growth • Foster relationships and promote organic growth through strategic analyses and consultative solutions • Meet with C-Level employer executives to develop education and communication strategies • Communicate platform rollouts and enhancements and provide training as appropriate • Promote intermediary satisfaction, client retention, and organic growth through industry knowledge • Advocate internally for elite advisors, elite TPAs, and their clients by coordinating with Ascensus departments • Enhance the Ascensus experience and capture greater share-of-wallet • Review the existing book of business to identify retention opportunities, optimize plan performance, add value for advisors, and generate revenue • Identify and execute cross-sell revenue opportunities • Deliver customized book-of-business reporting, including AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark, and other reporting • Lead or participate in projects and initiatives creating additional value for existing relationships • Conduct plan-specific pricing and investment reviews to evaluate profitability and recommend pricing adjustments • Maintain proficiency with partner and Ascensus proprietary products • Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of relationship management • Protect, secure, and properly handle confidential Ascensus data • Demonstrate Ascensus’ I-Client service philosophy and Core Values in daily actions

🎯 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 and contribute to a highly-cohesive team environment • Excellent analytical and problem solving skills • Ability to work with a high level of independence • Detail oriented and able to produce high quality work within tight time constraints • Ability to make sound business judgments while 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 • Ability to travel as required • Demonstrated project management skills • Detailed understanding of investments utilized in retirement programs