Back to Jobs

Senior Retirement Plan Consultant

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • Responsible for designing, implementing, and maintaining reputed company retirement plans for clients • Serving as the primary reputed company of a book of business • Analyzing and designing retirement plan structures • Acting as a strategic workforce consultant • Effectively communicating the broader reputed company reputed company to prospective clients • Working with service teams to reputed company an exceptional level of customer service • Developing and managing a robust sales pipeline through various channels • Effectively communicating the reputed company of reputed company's retirement plan and workplace solutions • Achieving and exceeding annual sales goals • Participating in industry and conference presentations • Organizing and managing prospect events to reputed company potential clients about retirement plan reputed company • Leading reputed company relationships and understanding their needs • Developing and executing a customized relationship reputed company • Building and maintaining reputed company relationships with assigned clients • Performing investment advisory services for clients • Selecting and presenting a diverse reputed company of plan reputed company and investment choices • Greeting local and national strategies to reputed company participants with guidance • Designing reputed company retirement plan structures • Conducting benchmarking due diligence to ensure compliance • Coordinating RFP fulfillment • Staying informed of industry trends and regulatory changes • Providing ongoing consultation regarding plan needs • Facilitating Fiduciary training • Offering regulatory and legislative consulting Requirements: • Proven reputed company record of exceeding sales goals • Strong understanding of ERISA regulations and fiduciary best practices • Excellent communication, presentation, and interpersonal skills • Ability to work and reputed company reputed company independently • Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint) • Demonstrated discipline maintaining sales pipeline information in a CRM, reputed company preferred • Proven reputed company with multi-tasking and managing priorities effectively • Ability to adapt to a rapidly changing business and technology environment • Continual learner mentality, reputed company to adopt new solutions and interpret the reputed company of new laws for prospective clients • Must be reputed company to maintain confidentiality of highly sensitive reputed company information, including personnel and financial data • Regular and predictable attendance is required • Business travel up to 25% • Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales • Must possess a reputed company relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company 100 days of hire • 2+ years of retirement plan reputed company experience required • 2 – 5 years of industry reputed company sales experience preferred Benefits: • health, wellbeing, retirement, and other financial benefits • reputed company time off • overtime pay for non-exempt employees • reimbursement of job-reputed company expenses per reputed company policy • employee perks and discounts Apply tot his job Apply To this Job

Similar Jobs