Essential Functions
- Serves as the Newport liaison between Newport internal technical staff, Newport Regional Directors ( RDs ) and our intermediary distribution partners in the development of new clients.
- Provides sales support for the NQ consulting team
- Compiles plan diagnostic’ evaluations for prospective clients to include plan design evaluation ( Best Practices ), optimization and recommendations regarding participant investment menu’ options, trustee search and selection, etc.
- Fosters strong relationships 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
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable and punctual attendance
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
- Bachelor's degree from four-year college or university
- 3 to 5 years of retirement services industry 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.
Preferred (but not required) education or skills for this role
- Series 6
- Insurance License
Competencies
- Analytical
- Avid learner
- Client Focused
- Collaborative
- Detail Oriented
- Verbal and Written Communication Skills
- Integrity
- Planning and Organizing
- Self-motivated
- Team Player
- Independent
- Critical Thinking
- Business Acumen
TRAVEL : Up to 5 %.
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.
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