Participant Engagement Consultant

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.Job DescriptionPrimaryPurpose:Responsiblefor planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. Represent Ascensus as the subject-matter-expertand primary point of contact in developing effective participant education programsfor plan sponsors and participants. Conduct participant communication meetingsandorganize all forms of participant communication mediums with a goal to producemeasurableresults. Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients. Act as liaison between RIS and IRM partners to generate referral opportunities and execute on other department initiatives.Essential Responsibilities:Keep abreast of laws, regulations and trends and other issues that may affect plan participation.Develop a broad understanding and ability to present effectively our capabilities relating to retirement readiness and IRM efforts across Ascensus.Consultwith prospects and plan sponsors to develop a communication strategy thatwilldrivepositive results andmeet the needsof plan participants considering the demographicsoftheworkforceandeducation levels of participants.Establish andconduct retirement readiness, enrollment,conversion and other financial educationmeetings,webinars and Leadership Training programs according to guidelines.Maximize participation inthePlanandincrease participant savings rates. Track, gather, evaluate and report meetingresults.Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offerrecommendations.Independently create plan specific presentation content referencing legal plan documents, Summary Plan Descriptions and Investment Policy Statements.Provide basic retirement planning, investment and financial wellness education including workshop-based seminars,targeted mailing campaigns, webinarsandvideos.Ensurethat Plan Sponsors and participants receive a quality communication meeting through the completion of regular client and participant surveys.Report participant communication activity for all programs conducted andensure that appropriate fees are assessed.Actively participate in new business efforts including developing and lead the participant communication services portion in presentations for prospects.Look for cross selling opportunities within existing client relationships to improve the participant experience and bring additional revenue and/or referral opportunities.Assist with special participant communication team projects and serve as a mentor and resource for new communications specialist team members.Minimum Required Skills orCompetencies:Bachelor’s degree or equivalent education and related trainingBilingual English and Spanish 2-3 years of experience indefinedcontribution industry or related fieldSeries 65 license preferred (Registered InvestmentAdvisor) Accreditation in employee benefits, investments or equivalent (ASPPA examinations)Excellent written and verbal communication skillsConsultativesellingskillsExperienced public speaking and presentation skillsProject management skills, including the ability to multitask andorganize prioritiesProficient in the use of computers and various software applicationsAbility to travel, occasionally overnightPreferred Skills or Competencies:Public speaking or presentation skills2-3 years of direct experience as a Participant Engagement Consultant foremployee benefit accountsA solid foundation and understanding of 401(k) plan administration andregulationsProven written skills and the ability to develop effective presentationsBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail 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.SummaryLocation: Dresher, PA; Charlotte, NC; Charleston, SC; Philadelphia, PA; Atlanta, GAType: Full time