Strategic Business Consultant, Retirement Sales

Job not on LinkedIn

November 25

🌲 North Carolina – Remote

Although this job is listed in North Carolina, 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.

+2 more states

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

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Ascensus

WebsiteLinkedInAll Job Openings

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

• Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services. • Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. • Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms. • Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. • Consistently demonstrate a superior level of proactive client focus and teamwork. • Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. • Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms. • Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings. • Delivery of customized book of business reporting to create efficiencies for your advisors. • Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.

🎯 Requirements

• Deep knowledge of the retirement plan industry, 7+ years’ experience preferred • Demonstrated ability to build and manage relationships • 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 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 • Highly organized with the ability to effectively prioritize key issues and deliverables

🏖️ Benefits

• Health insurance • Paid time off