This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans. This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.

This position provides client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed comprehension of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.

The Institutional Relationship Manager (Field Rep) will be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan.

The Institutional Relationship Manager (Field Rep) could be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan.

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.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.