Plan Design Consultant

October 31

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

+1 more states

🐊 Florida – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✍️ Designer

🦅 H1B Visa Sponsor

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Ascensus

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Finance • HR Tech

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.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Establish trust with clients late in the sales process, ensuring that plan design needs are met and optimized to achieve client goals. • Partner effectively with External and Internal Sales Team members and Installation Coordinators as necessary to achieve sales goals and activity quotas. • Manage projects throughout the plan design cycle, resulting in a closed sale. • Develop and strengthen relationships with strategic partners, TPAs and centers of influence. • Facilitate plan design meetings to verbal clients and financial advisors primarily via Microsoft Teams. • Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services. • Mediate and resolve escalated client service issues when necessary. • Manage all business and sales related information within CRM – Microsoft Dynamics system. • Log all activity related to sales and sales activities within CRM daily. • Work and thrive independently in a highly paced environment. • 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.

🎯 Requirements

• Bachelor’s degree in business or related field or equivalent work experience • 3-5 years’ experience in the retirement industry • Excellent written and oral communication skills • Excellent presentation skills • Exceptional attention to detail • Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations • Excellent analytical and problem resolution skills • Ability to work well under pressure with multiple priorities and deadlines • Able to effectively render sound advice and judgment within company guidelines and ERISA rules • Ability to manage pipeline information and reports, data, and insights into sales a territory

🏖️ Benefits

• health insurance • 401(k) matching