Job Summary: Responsible for growing Newport’s distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S. and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Achieves monthly, quarterly, and annual sales goals
- Actively participates in a team culture that promotes overall overachievement and exceeding revenue goals for the team and individually.
- Provides timely updates of customer relationship management system (CRM)
- Works with a best-of-class sales organization that consistently meets revenue targets while providing great service to clients and partners.
- Significantly increases sales revenues by finding high level opportunities
- Builds long-term, loyal relationships with partners that cultivates repeat business and opportunities
- Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources.
- Direct involvement with selling into major clients; sales presentations to top-tier management and other critical partners and clients.
- Consults with partners to help them be more financially secure in their own futures.
- Articulates website technologies and the total suite of product offerings including those offered by our Ascensus and Newport partners.
- Champions the sales and business development initiatives.
- Represents the company at conferences and trade shows, maintaining a high visibility role in the industry.
- Provides retirement plan and sales expertise to teammates
- Develops and implements a sales and marketing strategy for specific market segments.
- Executes sales initiatives with specific objectives and metrics for measurement.
- Multi-tasks and works effectively in a fast-paced sales and team environment
- Manages to key metrics to drive the business forward
- Regular, reliable, and punctual attendance.
Management Responsibilities
- N/A
Required Education, Experience and Certificates, Licenses, Registrations
- 5 -10 years of experience in NQDC plan sales
- Proven success selling corporate owned life insurance and related products
- In-depth knowledge of nonqualified retirement plans, COLI and BOLI (Qualified plans helpful as well)
- Deep relationships with wirehouses, consulting firms, accounting firms, BGAs, etc.
- Experience in building a network of loyal, long-term relationships
Preferred (but not required) education or skills for this role
- NA
Competencies
- Planning and Organizing
- Attention to Detail
- accuracy
- adaptable
- Change Management
- presentation skills
- relationship builder
- verbal and written communication
- accountability
- resilient
- ambitious
- assertive
- diplomatic
- results driven
- ethical
- interpersonal awareness
TRAVEL: Up to 30%.
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.
Skills Required
- 5-10 years of experience in NQDC plan sales
- Proven success selling corporate owned life insurance and related products
- In-depth knowledge of nonqualified retirement plans, COLI and BOLI
- Deep relationships with wirehouses, consulting firms, accounting firms, BGAs, etc.
- Experience building a network of loyal, long-term relationships
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.
-
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.
-
Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
-
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.
