Senior Retirement Solutions Consultant

Ascensus; Denver (CO); Presencial; USD 60 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) match

Medical

Dental

Vision

Paid-Time-Off

Resumo da oferta

Ascensus in Denver is seeking a Client Services Consultant to deliver consultative support to partners, intermediaries, and plan sponsors, applying deep retirement plans knowledge and Ascensus solutions. You will work with Relationship Managers to resolve complex issues, coach peers, and promote client satisfaction through proactive communication, research, and value-added recommendations.

The role requires a Bachelor's degree (or equivalent), 3–5 years of client experience, and willingness to

Qualificações

• Bachelor's degree or equivalent work experience.
• 3–5 years direct client experience in retirement services preferred.
• ASPPA/CEBS or related certification preferred.
• Excellent written and verbal communication with all levels.

Responsabilidades

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Act as subject matter expert on retirement plans and Ascensus products.
• Coach and mentor teammates to ensure client expectations are met.
• Manage escalated items and ensure timely resolutions.

Conhecimentos

Client service

Communication

Project management

Leadership

Retirement plans

Formação académica

Bachelor's degree or equivalent

Ferramentas

Microsoft Office

CRM systems

Descrição da oferta de emprego

Ascensus in Denver is seeking a Client Services Consultant to deliver consultative support to partners, intermediaries, and plan sponsors, applying deep retirement plans knowledge and Ascensus solutions. You will work with Relationship Managers to resolve complex issues, coach peers, and promote client satisfaction through proactive communication, research, and value-added recommendations.

The role requires a Bachelor's degree (or equivalent), 3–5 years of client experience, and willingness to