The presenter role is responsible for representing Chard Snyder at client-sponsored meetings, benefit fairs, webinars, and related events to explain and answer questions relating to tax advantaged employee benefits account-based plans, rules and processes.
Responsible for presenting clients' tax advantaged employee benefits plan and service offerings, rules and processes to current and potential participants, and educating on related advantages of participation
Demonstrate ongoing learning, staying current and relevant with applicable industry and plan knowledge
Attend and conduct client participant meetings, benefit fairs, webinars and related events
Answer and respond to participant questions related to applicable plans Confirm meetings within specified guidelines
Transport and track usage of meeting materials for each client and location Share follow up with implementation team regarding inquiries after meetings
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Communication and Interpersonal Skills Proficiency Employee Benefits and Insurance Capacity Customer/Client Focus Flexibility Dependability Personal Effectiveness/Credibility Organization and ability to multitask
Must have computer and mobile phone. Travel is expected for this role, both by car or by air depending upon assignment. Spanish language ability or proficiency is a plus.
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").