Ascensus
Plan Illustration and Vendor Change Specialist
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.
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.
Section 2: Job Functions, Essential Duties and Responsibilities
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.
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
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
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
Liaison between service and sales for vendor changes
Input information in CRM and run service agreements related to vendor changes
Assist with special projects as needed
Other duties as assigned
Section 3: Experience, Skills, Knowledge Requirements
A minimum of 3 years’ experience with retirement administration, OR a related combination of education and experience.
Sales experience a plus
Team player with a positive, enthusiastic attitude and a strong desire to grow with the firm
Passion for sales and a track-record of success in a sales-related position or comparable combination of education and experience
Highly professional phone manner and excellent interpersonal skills
Strong computer skills (Windows, Word, Excel, PowerPoint)
Excellent written and verbal communication skills
Ability to juggle multiple tasks and prioritize, detail-oriented and highly organized
Experience using Sugar CRM or similar contact management database a plus but not essential
Comfortable working with numbers
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace 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.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Ascensus by 2x
Get notified about new Vendor Relations Specialist jobs in Hartford, CT.
Connecticut, United States $50.00-$60.00 1 week ago
Connecticut, United States $50.00-$60.00 1 week ago
Connecticut, United States $50.00-$60.00 1 week ago
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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.
Section 2: Job Functions, Essential Duties and Responsibilities
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.
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
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
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
Liaison between service and sales for vendor changes
Input information in CRM and run service agreements related to vendor changes
Assist with special projects as needed
Other duties as assigned
Section 3: Experience, Skills, Knowledge Requirements
A minimum of 3 years’ experience with retirement administration, OR a related combination of education and experience.
Sales experience a plus
Team player with a positive, enthusiastic attitude and a strong desire to grow with the firm
Passion for sales and a track-record of success in a sales-related position or comparable combination of education and experience
Highly professional phone manner and excellent interpersonal skills
Strong computer skills (Windows, Word, Excel, PowerPoint)
Excellent written and verbal communication skills
Ability to juggle multiple tasks and prioritize, detail-oriented and highly organized
Experience using Sugar CRM or similar contact management database a plus but not essential
Comfortable working with numbers
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace 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.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Referrals increase your chances of interviewing at Ascensus by 2x
Get notified about new Vendor Relations Specialist jobs in Hartford, CT.
Connecticut, United States $50.00-$60.00 1 week ago
Connecticut, United States $50.00-$60.00 1 week ago
Connecticut, United States $50.00-$60.00 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr