Senior Retirement Plan Education Consultant, Remote (Supporting Mid West))

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.

Senior Retirement Plan Education Consultant, Remote Position

Who We Are

Newport, an Ascensus Company, helps companies 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.

Job Summary: The Senior Education Consultant is responsible for providing “best in class” communications and education support for Newport’s retirement and executive benefit plan clients and their employees. In this position, the senior consultant will be responsible for supporting some of our largest and most high-profile clients. The senior consultant will collaborate with client service teams to create and execute education initiatives that enhance the overall client experience and achieve measurable business objectives. Objectives include understanding client needs, identifying participant behaviors, and the appropriate application of resources. The Senior Communications Consultant will participate in finals presentations, plan implementations and enrollments, annual plan reviews, and deliver participant education and open enrollment sessions.

• This position will be supporting our Central and Mountian Time Zone clients. The position may be remotely located. The selected candidate must be able to work Central and Mountain Time Zone hours and travel to clients in the area (for in-person meetings/presentations)**

What You Will Do:

• Identifying measurable goals and work with management to track and report results for education and communication campaigns.
• Focuses on learning in everyday activities and events.
• Regular, reliable, and punctual attendance.
• Partner with other departments to develop and deliver various types of communications.
• Research, design, write, and edit client communications programs, using a multi-media approach, i.e., print, electronic, in-person, etc.
• Collaborates with and openly shares knowledge with colleagues.
• Meets competing deadlines in a very fast-paced, dynamic, and demanding environment with a high degree of urgency and accuracy.
• Drive client follow-up on a regular basis, working in collaboration with Newport’s client service teams.
• Proactively recommend new communication and education initiatives based on marketplace observations, participants, and client needs.
• Participate in on-site client and participant presentations, including sales presentations, annual plan reviews, and participant education meetings.
• Effectively communicates with individuals at all levels within the organization.

Required Education, Experience And Certificates, Licenses, Registrations

• Ideal candidates will have between 5-7 years of experience in the retirement plan or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines, including client communications programs.
• Bachelor's degree in Communications, English, Business Administration, Marketing or a related field.
• Strong PC skills, including Word, Excel, PowerPoint, and Brainshark.
• Strong presentation skills: Able to effectively communicate, both verbally and in writing, the value of products, services, and complex ideas to key audiences.
• Strong attention to detail and experience in proofreading and editing.
• Knowledge of current issues and marketplace trends.
• Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure.
• Knowledge of graphic identity standards.
• Excellent writing and creative skills.

Competencies

• Fostering Teamwork
• Information Seeker
• Problem Solver
• Integrity
• Commitment to Excellence
• Excellent Verbal and Written Communication Skills
• Planning and Organizing
• Networking Skills
• Judgement
• Customer Oriented
• Analytical
• Builds Collaborative Relationships
• Detail Oriented

TRAVEL: Up to 60% (Will depend upon Client needs for in-person or virtual presentations)