Strategic Business Consultant, Retirement Sales

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Collaborate closely with Client Services, serving as the primary contact for elite advisors and elite TPAs.

• Cultivate and manage relationships with elite advisors and elite TPAs to ensure exceptional service experiences, retention of business, and organic growth.

• Build relationships and encourage organic growth through strategic analysis and consultative solutions.

• Engage with C-Level employer executives to formulate educational and communication strategies.

• Communicate updates on platform rollouts and enhancements, providing training as necessary.

• Enhance intermediary satisfaction, client retention, and organic growth through industry expertise.

• Act as an internal advocate for elite advisors, elite TPAs, and their clients by collaborating with Ascensus departments.

• Improve the Ascensus experience and increase share-of-wallet.

• Analyze the current book of business to find retention opportunities, optimize plan performance, add value for advisors, and generate revenue.

• Identify and pursue cross-sell revenue opportunities.

• Provide tailored book-of-business reporting, including AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark, and other relevant reports.

• Lead or participate in projects and initiatives that add value to existing relationships.

• Conduct plan-specific pricing and investment assessments to determine profitability and suggest pricing adjustments.

• Maintain expertise with partner and Ascensus proprietary products.

• Stay proficient in regulatory, financial, accounting, service, operations, and compliance elements of relationship management.

• Safeguard, secure, and appropriately manage confidential Ascensus data.

• Exhibit Ascensus’ I-Client service philosophy and Core Values in everyday activities.

⛳️ Requirements

• Bachelor’s degree in business or related fields, or equivalent professional experience.

• Over 5 years of experience in the retirement services industry.

• Preferred 7+ years of experience in the retirement services industry.

• Previous experience with direct client/client equivalent relationships in a financial services administrative setting.

• Ability to work autonomously while contributing to a highly collaborative team environment.

• Strong analytical and problem-solving abilities.

• Capacity to operate with a high degree of independence.

• Detail-oriented with the capability to produce high-quality work under tight deadlines.

• Ability to make sound business decisions while balancing client needs and organizational priorities.

• Exceptional written and oral communication skills, including experience with group presentations.

• Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.

• Skilled in coordinating and conducting meetings with senior-level personnel.

• Willingness to travel as necessary.

• Proven project management expertise.

• In-depth understanding of investments utilized in retirement programs.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance packages.

• Retirement savings plan with company matching contributions.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to support work-life balance.