Participant Engagement Consultant

Ascensus; Dresher (Montgomery County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development

Tuition reimbursement

Paid time off

Medical, dental & vision benefits

Health savings account with employer contribution

Volunteer and charitable-giving programs

Job summary

Ascensus in Montgomery County, Dresher, seeks a Participant Engagement Consultant to lead communication and engagement strategies for retirement plans. You will develop educational content, coordinate meetings, and engage with clients to enhance plan participation.

The ideal candidate is bilingual, has a bachelor's degree, and 2-3 years of industry experience. Benefits include professional development, generous rewards, medical coverage, and 401(k) matching.

Qualifications

• 2-3 years of experience in the defined contribution industry or related field.
• Series 65 license preferred.
• Accreditation in employee benefits or investments.

Responsibilities

• Plan and implement participant communication strategies.
• Conduct financial education meetings and training programs.
• Maximize participation in plans and increase participant savings.

Skills

Bilingual in English and Spanish

Excellent written and verbal communication skills

Consultative selling skills

Public speaking and presentation skills

Project management skills

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Overview

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. This role is responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus.

Responsibilities

• Keep abreast of laws, regulations and trends that may affect plan participation.
• Develop a comprehensive understanding of retirement readiness and IRM efforts.
• Consult with prospects and plan sponsors to develop a communication strategy that drives positive results.
• Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and leadership training programs.
• Maximize participation in the plan and increase participant savings rates.
• Track, gather, evaluate and report meeting results.
• Work directly with the plan sponsor and client relationship manager on the most effective education medium.
• Independently create plan‑specific presentation content referencing legal plan documents.
• Provide basic retirement planning, investment and financial wellness education through seminars, targeted mailing campaigns, webinars and videos.
• Ensure plan sponsors and participants receive a quality communication meeting through regular client and participant surveys.
• Report participant communication activity for all programs conducted and ensure fees are assessed.
• Actively participate in new business efforts and lead the participant communication services portion in presentations for prospects.
• Look for cross‑selling opportunities within existing client relationships to improve the participant experience.
• Assist with special participant communication team projects and mentor new communications specialist team members.

Minimum Required Skills or Competencies

• Bachelor’s degree or equivalent education and related training.
• Bilingual in English and Spanish.
• 2‑3 years of experience in the defined contribution industry or related field.
• Series65 license preferred (Registered Investment Advisor).
• Accreditation in employee benefits, investments or equivalent (ASPPA examinations).
• Excellent written and verbal communication skills.
• Consultative selling skills.
• Experienced public speaking and presentation skills.
• Project management skills, including the ability to multitask and organize priorities.
• Proficient in the use of computers and various software applications.
• Ability to travel, occasionally overnight.

Preferred Skills or Competencies

• Public speaking or presentation skills.
• 2‑3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts.
• Solid foundation and understanding of 401(k) plan administration and regulations.
• Proven written skills and the ability to develop effective presentations.
• Awareness of employment fraud.

Benefits

Collaborative, idea‑sharing environment; professional development with in‑house training and tuition reimbursement; generous reward programs; paid time off; medical, dental & vision benefits; health savings account with employer contribution up to $1,100; 401(k) & 529 college savings match programs; volunteer and charitable‑giving programs; business casual dress.