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🥝 Consultant
Ascensus | Lake Mary, United States | Posted June 19, 2026
Job Description
Essential Functions
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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 teamCompiles 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 securitiesMaintains prospect and client databasesConducts presentations to individuals and large groups.