Participant Engagement Consultant

Job Description Primary Purpose: Responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. Represent Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Conduct participant communication meetings and organize all forms of participant communication mediums with a goal to produce measurable results. 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. Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants. Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and Leadership Training programs according to guidelines. Maximize participation in the Plan and increase participant savings rates. Track, gather, evaluate and report meeting results. Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offer recommendations. 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, webinars and videos. Ensure that 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 and ensure 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 or Competencies: Bachelor's degree or equivalent education and related training 2-3 years of experience in defined contribution industry or related field Series 65 license preferred (Registered Investment Advisor) Accreditation in employee benefits, investments or equivalent (ASPPA examinations) Excellent written and verbal communication skills Consultative selling skills Experienced public speaking and presentation skills Project management skills, including the ability to multitask and organize priorities Proficient in the use of computers and various software applications Ability to travel, occasionally overnight Preferred Skills or Competencies: Public speaking or presentation skills 2-3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts A solid foundation and understanding of 401(k) plan administration and regulations Proven written skills and the ability to develop effective presentations Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").