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.
This position will serve as the external liaison for Ascensus for driving sales with Health and Welfare Brokers/Agents and strategic alliance platforms to meet assigned sales goals. Responsibilities include driving sales with key Practice Leaders, Producers and Account Teams, directly coordinating sales activities for key office relationships, actively working with Ascensus Internal and External Sales Representatives to drive Ascensus sales and marketing.
Section 2: Job Functions, Essential Duties and Responsibilities
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 I-Client service philosophy and 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.
Strong, in-depth ERISA and plan design knowledge.
Ability to discuss industry trends with Health and Welfare Brokers/Agents.
Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling”.
Establish and maintain productive, working relationships with Health and Welfare Brokers/Agents with the goal of earning their Form 5500 and ERISA Plan Document business.
Coordinate wholesaling efforts with Ascensus Internal Sales Consultants to maximize coverage and effectiveness.
Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
Assist existing Health and Welfare Brokers/Agents in the retention of current business (as needed).
Ability to discuss the Health and Welfare Form 5500 and related ERISA Plan Documents, including non-discrimination testing, HIPAA, Wrap Documents, SPDs, and Section 125 Plan Documents.
Ability to present and review the Form 5500 process and related impacts on a broker and their clients/plan sponsors.
Excellent written and oral communication skills.
Strong working relationships with strategic partner platforms
Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
Experience in the Health and Welfare plan industry or 3-5 years’ experience in a business development role in the Health and Welfare plan industry.
Proven successful sales experience of retirement administrative services.
Superior time management skills required.
Ability to operate effectively in a fast-paced, unsupervised environment.
Proficient in PC, CRM and web applications.
We are proud to be an Equal Opportunity Employer
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.
Skills Required
- Strong, in-depth ERISA and plan design knowledge
- Ability to discuss the Health and Welfare Form 5500 and related ERISA Plan Documents (non-discrimination testing, HIPAA, Wrap Documents, SPDs, Section 125)
- Experience in the Health and Welfare plan industry or 3-5 years' business development experience in Health and Welfare
- Proven successful sales experience of retirement administrative services
- Superior time management skills
- Ability to operate effectively in a fast-paced, unsupervised environment
- Proficient in PC, CRM and web applications
- Excellent written and oral communication skills
- Strong knowledge of key competitors and ability to highlight competitive advantages
- Ability to establish and maintain productive relationships with Health and Welfare Brokers/Agents and strategic partner platforms
- Protecting, securing, and proper handling of confidential client and company data
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
