FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
OBJECTIVE:
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 with emphasis on Cash Balance plans
Assist sales team with tracking opportunities, scheduling prospect meetings, and onboarding meetings
Build and develop relationships with partner firms, retirement wholesalers and advisors
Primary Duties
Gather and analyze prospect information necessary to create retirement proposals
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
Secondary Duties
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
Experience, Skills, Knowledge Requirements
One to five years of 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
Flexibility to work overtime if needed
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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").
