Retirement Plan Consultant – Sales

Job Description: • Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities. • Builds and maintains strong client relationships, ensuring satisfaction and trust. • Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360. • Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes. • Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments. • Supports clients in fulfilling fiduciary obligations and maintaining proper documentation. • Develops and delivers educational programs to improve participant understanding and engagement in retirement planning. • Promotes strategies that increase participation rates and contribution levels. • Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning. • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. • Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. • Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management. • Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. • Attends industry or relevant targeted prospect events. • Travels domestically throughout the territory to meet with prospects. • Performs other projects, duties, and tasks, as assigned. Requirements: • High school diploma or equivalent required. • Bachelor's degree in finance, business or a related field preferred. • Minimum 5 years of experience in retirement plan consulting or institutional investment advisory roles. • Relevant securities registration – such as Series 65, or equivalent combinations of Series 66 and 7 required. • ASPPA or other retirement plan certifications preferred. • Experience managing plans with assets under management (AUM) of $50M or more preferred. • Advanced analytical skills and experience with benchmarking and performance reporting preferred. • Proven ability to work with plan sponsors, investment committees, and third-party administrators. • Proficiency with plan analysis tools (e.g., Fi360). • Deep knowledge of retirement plan types (401(k), 403(b), pension plans) and related concepts such as deferrals, contributions, distributions, and loans. • Strong understanding of laws and regulations governing retirement plans, including ERISA, IRS, and DOL requirements. • Strong analytical and mathematical skills. • Excellent interpersonal, presentation, and communication skills to maintain effective relationships with clients, co-workers, and vendors. • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and ability to learn new software applications such as online enrollment platforms. • Strong time management and organizational skills; able to work independently and manage multiple tasks effectively. Benefits: • Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays. Apply tot his job