Job Description

Assists the consulting team with the management of case work and work flow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these 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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