• NQ Consultant

    Ascensus (Greensboro, NC)
    …in the development of new clients. + Provides sales support for the NQ consulting team + Compiles plan 'diagnostic' evaluations for prospective clients to include ... plan design evaluation ("Best Practices"), optimization and recommendations regarding participant investment 'menu' options, trustee search and selection, etc. + Fosters strong relationships Newport Relationship Managers ("RMs"). + Participates in special… more
    Ascensus (05/03/24)
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