Remote
Financial
himalayas
About this role
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them.
As a provider and partner, Newport is independent, experienced, and responsive.Job Summary: Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Assists Regional Directors (External Sales Team) in all aspects of maintaining/creating new relationships with Retirement Advisors. Handles incoming calls and emails involving prospecting, providing industry updates and sales ideas, and onboarding new business. Makes outbound calls as necessary. Partners with Regional Directors to maximize territory coverage and market penetration.
Gathers necessary marketing data to assist in identifying and updating information on prospective clients and competition. Provides marketing support, including proposal preparation and RFP (Request for Proposal) response assistance.
Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Works with internal operations partners to support the post-sales functions including: Coordinating contracts, conversion process, investment lineup and mapping Communicating directly with other departments (Documents, Conversions, Operations, etc.)
Regular, reliable and punctual attendance Management
ResponsibilitiesNoneRequired Education, Experience and Certificates, Licenses, Registrations Bachelor’s degree in Finance, Economics, Business or related
Selling Motion
Prospecting
Channel / Partner
Sell through partners, resellers, or alliances
Buyer Persona
C-Suite
Selling to executive decision-makers
Territory
Geographic
Region-based territory assignment
Requirements at a Glance
Typical Day — Sales Rep
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Why are you interested in this role?
Template questionWhat motivates you in a sales environment?
Template questionHow do you handle rejection?
Template questionThis internal sales consultant position with Ascensus offers an opportunity to develop your sales career in a competitive market.
Trust-building is paramount — prospects need confidence in your expertise.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
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