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Participant Engagement Consultant

Ascensus -
Philadelphia, PA

Apply Now

Job Details

Full-time

Benefits

401(k)
Leadership training provided

Qualifications

Investment
Spanish
Financial sales
Presentations for conferences or internal meetings
English
Sales presentations
Project management
Desktop applications
Solution selling approach
Technical Proficiency

Full Job Description

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.

Job Description

Primary Purpose:

Responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. Represent Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Conduct participant communication meetings and organize all forms of participant communication mediums with a goal to produce measurable results. Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients. Act as liaison between RIS and IRM partners to generate referral opportunities and execute on other department initiatives.

Essential Responsibilities:

Keep abreast of laws, regulations and trends and other issues that may affect plan participation.
Develop a broad understanding and ability to present effectively our capabilities relating to retirement readiness and IRM efforts across Ascensus.
Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants.
Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and Leadership Training programs according to guidelines.
Maximize participation in the Plan and increase participant savings rates. Track, gather, evaluate and report meeting results.
Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offer recommendations.
Independently create plan specific presentation content referencing legal plan documents, Summary Plan Descriptions and Investment Policy Statements.
Provide basic retirement planning, investment and financial wellness education including workshop-based seminars, targeted mailing campaigns, webinars and videos.
Ensure that Plan Sponsors and participants receive a quality communication meeting through the completion of regular client and participant surveys.
Report participant communication activity for all programs conducted and ensure that appropriate fees are assessed.
Actively participate in new business efforts including developing and lead the participant communication services portion in presentations for prospects.
Look for cross selling opportunities within existing client relationships to improve the participant experience and bring additional revenue and/or referral opportunities.
Assist with special participant communication team projects and serve as a mentor and resource for new communications specialist team members.

Minimum Required Skills or Competencies:

Bachelor’s degree or equivalent education and related training
Bilingual English and Spanish
2-3 years of experience in defined contribution industry or related field
Series 65 license preferred (Registered Investment Advisor)
Accreditation in employee benefits, investments or equivalent (ASPPA examinations)
Excellent written and verbal communication skills
Consultative selling skills
Experienced public speaking and presentation skills
Project management skills, including the ability to multitask and organize priorities
Proficient in the use of computers and various software applications
Ability to travel, occasionally overnight

Preferred Skills or Competencies:

Public speaking or presentation skills
2-3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts
A solid foundation and understanding of 401(k) plan administration and regulations
Proven written skills and the ability to develop effective presentations

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.

Apply Now

Refine Your Search

enrollment advisor jobs in princeton, nj

Participant Engagement Consultant

HR Generalist/ People Consultant

Human Resources Generalist (I, II, III, IV)

Graduation & Records Associate - Raritan Valley Community College

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Associate Director, Customer Experience Measurements & Insights

Director, Retention and Academic Advising

Associate Director, Customer Insights & Engagement, Melanoma, GU

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Associate Director, Benefits & Mobility

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