Sr Retirement Plan Sales Consultant- WORK FROM HOME w/ Travel

Job Category: Retirement Plan Sales Consultants Requisition Number: SRRET001139 Full-Time Remote Locations Showing 1 location Description While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. Job Description Job Title: Sr Retirement Plan Sales Consultant FLSA Status: Exempt Reports To: VP PEO Plan Adopter Sales Job Status: FT Positions Supervised: n/a

POSITION SUMMARY

The Sr Retirement Plan Sales Consultant is responsible for delivering strategic guidance on 401(k) plan design to business owners and key decision-makers. This role requires deep expertise in 401(k) regulations, plan documentation, design structures, and the enrollment process. Building on the core responsibilities of the Retirement Plan Sales Consultant, the senior advisor serves as a subject matter expert, mentors junior team members, and plays a key role in enhancing the overall quality and effectiveness of retirement plan services. Essential Functions Provide plan design strategies for worksite employers regarding plan specifications, including eligibility and entry requirements, vesting schedules, and employer contributions and assist them in completing the required documentation. Maintain relationships with Professional Employer Organizations (PEOs) and their respective 401(k) teams that refer the leads. Conduct Investment Committee Meetings. Introduce and review enrollment materials, such as required notices and disclosures, with participants. Provide participants general investment education on the options available and suitable based on their investment goals, retirement horizon and risk tolerance. Act as the subject matter expert on topics including, but not limited to, compliance, employer-level questions, plan design, plan enrollment, and plan changes. Tailor plan proposals and plan designs to benefit the needs of the employer and the participants by highlighting cost savings, tax benefits, and explaining investment funds and fees. Demonstrate proficiency using Salesforce.com and Microsoft Outlook to stay connected with clients, streamline processes, and organize data. Maintain ongoing channels of communication with Onboarding representatives throughout the plan set up process to ensure plan compliance. Remain diligent and proactive by periodically updating clients on the status of the plan set up process. Conduct biweekly meetings with internal departments for pulse and updates. Collaborate with Marketing respect to relevant material and resources for clients. Provide plan consultation and webinars to various plan sponsors. Skills & Abilities Strong understanding of the 401(k) industry. Strong presentation and communication skills. Exceptional customer service orientation with the ability to be courteous and helpful. Highly articulate with excellent interpersonal skills, both written and verbal. Attention to detail. Diligence and adaptability. Ability to manage competing priorities in a fast-paced environment. Works independently and can resolve issues through critical thinking. Experience Minimum of 5 years’ experience in retirement plan services with at least 2 years of experience in plan education or advisement. 3+ years of Salesforce.com or similar CRM experience required. Demonstrated knowledge of Microsoft Office. Education Bachelor’s degree or equivalent combination of education and experience. Certificates & Licenses Series 65 Investment Advisor Representatives (IARs) license, required within 6 months of hire. ASPPA or other industry specific designation highly preferred. Extended sitting and computer work. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment. Travel to onsite enrollment meetings or conferences, as needed. What’s in it for you Package This role will have a base salary range of $70,000-90,000 . Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for Plan Sales commissions. Other perks in the total rewards package are Flexible work environment Participation in Personal Annual Performance Bonus incentive program Medical, Dental, Vision, and Life Insurance 75% employer coverage of Medical Premiums Retirement Savings – 401(k) plan with generous company match, vested after 2 years Tuition Reimbursement up to $5,250/year Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays Paid Parental Leave Voluntary Pet Insurance, Lifelock and More! 24/7 no-cost Employee Assistance Program (EAP) Slavic401k is an Equal Opportunity Employer Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Slavic401k