Strategic Business Consultant/ Retirement Sales
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities
- 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.
- Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
- 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.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge 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
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. Original job Strategic Business Consultant/ Retirement Sales posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs. Apply tot his job Apply To this Job