Consultant - Remote

Overview

The Consultant at Newport plays a crucial role in assisting the consulting team with managing case work and workflow, directly impacting client acquisition and service.

In Short

• Assist with management of case work and workflow.
• Serve as a liaison between internal staff and clients.
• Provide sales support for the consulting team.
• Compile evaluations for prospective clients.
• Foster strong relationships with Relationship Managers.
• Participate in special projects for efficiency enhancement.
• Conduct presentations to individuals and groups.
• Maintain prospect and client databases.
• Utilize advanced mathematical concepts and software.
• Work in a fast-paced environment under tight deadlines.

Requirements

• Bachelor's degree from a four-year college or university.
• 3 to 5 years of experience in retirement services.
• Strong analytical skills.
• Ability to conduct presentations.
• Series 6 Insurance License (preferred).
• Detail-oriented and client-focused.
• Excellent verbal and written communication skills.
• Self-motivated and a team player.
• Critical thinking and business acumen.

Benefits

• Collaborative and idea-sharing environment.
• Professional development with training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental, and vision benefits.
• Health Savings Account with employer contribution.
• 401(k) and 529 college savings match programs.
• Volunteer and charitable-giving programs.
• Business casual dress.