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.
Section 1: Position Summary
Partners with the BOLI consulting team on the management of case work and workflow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.
Section 2: Job Functions, Essential Duties and Responsibilities
• Serves as the Newport liaison between Newport internal technical staff, senior level Newport BOLI (Consulting, SVP) and our intermediary distribution partners in the development of new client and placement/takeover of new BOLI at an existing client.
• Provides sales support for the BOLI consulting team and intermediary distribution
• Compiles marketing and plan design materials for existing or prospective clients to including timelines for new placement optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc.
• Compiles BOLI Pre-purchase materials following the provisions of applicable bank regulatory guidance
• Maintains BOLI Pipeline reporting
• Conduct BOLI enrollment demos to clients/prospects
• Assists the BOLI Consulting team in the development of new marketing materials
• Facilitates/leads weekly BOLI Consulting / New Business meetings
• Fosters strong relationships with Newport Relationship Managers (“RMs”).
• Participates 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.
• Completes necessary compliance documentation related to placements of securities
• Maintains prospect and client databases
• Conducts presentations to individuals and large groups.
• Self-starter working in a fast-paced, demanding environment under tight deadlines
• Focuses on learning in everyday activities and events
• Applies advanced mathematical concepts utilizing current spreadsheet and accounting database software programs
• Travel up to 5%
• 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 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.
Supervision
• N/A
Section 3: Experience, Skills, Knowledge Requirements
• Bachelor's degree from four-year college or university
• A minimum of 3 years of 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.
• Series 6 and/or Insurance License preferred.
• For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
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