New Business Plan Illustration

Sales And Marketing Group Assistant

Assists with all aspects of the sales process from initial opportunity set up and plan design creation through follow-up process, Service Agreements, and Welcome Calls. Provides a wide range of administrative support to the Sales and Marketing Group.

Job Functions, Essential Duties and Responsibilities

• Responsible for creating competitive retirement plan illustrations and proposals
• Assist sales team with tracking opportunities, scheduling prospect meetings, and onboarding meetings
• Build and develop relationships with partner firms, retirement wholesalers and advisors
• Gather and analyze prospect information necessary to create retirement proposals; can work on DC, DB, and CB plans
• Prepare competitive retirement proposal
• Assist Sales team with technical questions and sales strategies
• Train and answer general retirement questions from wholesalers, partners, and advisors
• Provide value added sales ideas and contribute to strategic planning process
• Collaborate with sales team and company leadership to execute strategies and meet corporate sales and revenue goals
• Prepare Service Agreements
• Track status of proposal work and follow up as needed to move projects forward timely
• Schedule and assist with preparation of client Welcome calls
• Assist conversion team with client onboarding
• Review and confirm completeness of employee census data
• Perform contribution calculations and compliance testing
• Analyze and choose best options to correct failed tests
• Ability to interpret plan document provisions and incorporate information into illustrations
• Recommend plan document amendments to facilitate new plan designs
• Work on larger, more complex illustrations, including clients with multiple DC plans and carve-outs (work on all size)
• Hands-on Cash Balance Plan experience, including performing 401(a)(26) and combo DC / CB nondiscrimination testing
• Perform estimates and plan design studies for complex combination 401(k) / Cash Balance plans with assistance
• Assist sales consultants with plan design issues
• Perform self-employment income compensation calculations
• Intermediate to advanced understanding of pension laws
• Perform technical research to answer questions as necessary
• Actively participate in ongoing retirement industry related education including pension law
• Back-up other Sales Specialists and other departments as requested
• Proactively participate in process improvement and innovation of current systems
• Assist with special projects as needed
• Other duties as assigned
• 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 I-Client service philosophy and 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.

Experience, Skills, Knowledge Requirements

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.

We are proud to be an Equal Opportunity Employer