Retirement Plan Consultant
Core
Client-facing sales and consulting role driving new retirement plan adoption and onboarding employers into PEO, PEP, and MEP solutions.
Role type
Senior IC Retirement Plan Consultant (Sales & Consulting)
Builds
Retirement plan solutions (PEO, PEP, MEP) for business owners and senior decisionmakers
Domain
Financial Services / Retirement Planning
Required skills
consultative sales, retirement plan design expertise, 401(k) compliance knowledge, client presentation, sales pipeline management, fee disclosure analysis, plan amendment coordination
Preferred skills
PEO/PEP/MEP market experience, complex retirement concept communication
Technologies
FINRA Series 6, FINRA Series 63, PEO/PEP/MEP platforms
Responsibilities
Drive new retirement plan adoption through a structured sales process, evaluate prospective clients by assessing company structure and objectives, recommend and position retirement plan solutions, deliver professional virtual presentations to business owners, manage the end-to-end sales and onboarding process, provide ongoing consultation regarding plan amendments and optimization
Seniority
Senior, hands-on IC