Consultant (BOLI) Position Available In Guilford, North Carolina

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. Section 1: Position Summary Partners with the BOLI consulting team on the management of case work and workflow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients. Section 2: Job Functions, Essential Duties and Responsibilities

• Serves as the Newport liaison between Newport internal technical staff, senior level Newport BOLI (Consulting, SVP) and our intermediary distribution partners in the development of new client and placement/takeover of new BOLI at an existing client.
• Provides sales support for the BOLI consulting team and intermediary distribution
• Compiles marketing and plan design materials for existing or prospective clients to including timelines for new placement optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc.
• Compiles BOLI Pre-purchase materials following the provisions of applicable bank regulatory guidance
• Maintains BOLI Pipeline reporting
• Conduct BOLI enrollment demos to clients/prospects
• Assists the BOLI Consulting team in the development of new marketing materials
• Facilitates/leads weekly BOLI Consulting / New Business meetings
• Fosters strong relationships with Newport Relationship Managers (“RMs”).
• Participates in special projects that enhance Newport’s productivity/efficiency and suite of services that would benefit from your diverse background in technology, systems, accounting, etc.
• Completes necessary compliance documentation related to placements of securities
• Maintains prospect and client databases
• Conducts presentations to individuals and large groups.
• Self-starter working in a fast-paced, demanding environment under tight deadlines
• Focuses on learning in everyday activities and events
• Applies advanced mathematical concepts utilizing current spreadsheet and accounting database software programs
• Travel up to 5%
• 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 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. Supervision
• N/A Section 3: Experience, Skills, Knowledge Requirements
• Bachelor’s degree from four-year college or university
• A minimum of 3 years of experience with direct accountability for client deliverables, retention and satisfaction in a client services delivery/client facing environment
• Strong analytical skills and ability to conduct presentations to individuals and large groups.
• Series 6 and/or Insurance License preferred.
• For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better.

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