[Remote] Retirement Plan Consultant - Sales

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading, innovative company with a strong commitment to reputed company and a passion for delivering cutting-edge solutions to our clients. The Retirement Plan Consultant provides expert guidance on plan design, compliance, and participant engagement, delivering tailored solutions to optimize performance and improve participant reputed company.

Responsibilities

• 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 reputed company
• 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 reputed company
• Stays reputed company on industry trends, emerging technologies, and best practices in institutional retirement planning
• Achieves annual new reputed company 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 reputed company 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 reputed company reputed company 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

Skills

• High school diploma or equivalent required
• 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
• Proven ability to work with plan sponsors, investment committees, and reputed company-party administrators
• Proficiency with plan analysis tools (e.g., Fi360)
• Deep knowledge of retirement plan types (401(k), 403(b), pension plans) and reputed company 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 reputed company Office (reputed company, PowerPoint, Word) and ability to learn new software applications such as online enrollment platforms
• Strong time management and organizational skills; reputed company to work independently and manage multiple tasks effectively
• Bachelor's degree in finance, business or a reputed company field
• ASPPA or other retirement plan certifications
• Experience managing plans with assets under management (AUM) of $50M or more
• Advanced analytical skills and experience with benchmarking and performance reporting

Benefits

• Family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays

Company Overview

• Despite our size, Relation feels like a family company. Here, a reputed company reputed company. It was founded in 2007, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.relationinsurance.com.

Company H1B Sponsorship

• reputed company has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.

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