Consultant, Newport

Lake Mary, Florida

Consultant, Newport

  • Lake Mary, Florida
  • Full time
  • Opening on: Apr 10 2026
  • Remote
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Job Summary:  Assists the consulting team with the management of case work and work flow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Serves as the Newport liaison between Newport internal technical staff, Newport Regional Directors (“RDs”) and our intermediary distribution partners in the development of new clients.
  • Provides sales support for the NQ consulting team
  • Compiles plan ‘diagnostic’ evaluations for prospective clients to include plan design evaluation (“Best Practices”), optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc.
  • Fosters strong relationships 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
  • Collaborates with and openly shares knowledge with colleagues
  • Regular, reliable and punctual attendance

Management Responsibilities

  • None

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor's degree from four-year college or university
  • 3 to 5 years of retirement services industry 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.

Preferred (but not required) education or skills for this role

  • Series 6
  • Insurance License

Competencies

  • Analytical
  • Avid learner
  • Client Focused
  • Collaborative
  • Detail Oriented
  • Verbal and Written Communication Skills
  • Integrity
  • Planning and Organizing
  • Self-motivated
  • Team Player
  • Independent
  • Critical Thinking
  • Business Acumen

TRAVEL:  Up to 5%.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.

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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