Retirement Plan Consultant

Retirement Plan Consultant

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Consultant is a client-facing, production-driven role responsible for driving new retirement plan adoption and onboarding employers into PEO, PEP, and MEP solutions. This role partners directly with business owners and senior decision-makers to assess retirement plan needs, recommend appropriate solutions, and guide clients through implementation. Incumbent will own the full sales lifecycle from initial referral through onboarding while meeting defined production goals and delivering a high-quality client experience. The role also provides ongoing consultation to existing clients, including plan amendments and optimization strategies.

What you will do:

• Drive new retirement plan adoption through a structured, consultative sales process
• Meet or exceed defined production metrics, including sales volume, conversion rates, and pipeline activity
• Manage and maintain an active sales pipeline, ensuring timely progression of opportunities
• Evaluate prospective clients by assessing company structure, ownership, and retirement plan objectives
• Recommend and position retirement plan solutions aligned with client needs
• Serve as a subject matter expert on 401(k) plan design, compliance, pricing, investments, and administration
• Explain plan features including eligibility, vesting, safe harbor provisions, and employer contributions
• Prepare and present plan design illustrations and pricing comparisons
• Analyze and communicate fee disclosures clearly and transparently
• Review prior plan documents and explain implications to clients
• Deliver professional virtual presentations to business owners and C-suite stakeholders
• Communicate complex retirement concepts in a clear, client-friendly manner
• Manage the end-to-end sales and onboarding process, including documentation, timelines, and client expectations
• Coordinate document collection, paperwork completion, and signature tracking
• Ensure all required information is gathered to support successful implementation
• Provide ongoing consultation to clients regarding plan amendments and optimization opportunities
• Analyze current plan provisions and recommend appropriate changes
• Manage amendment processes, including documentation and coordination with internal teams
• Deliver a high level of client service with strong responsiveness and follow-through
• Maintain service level expectations, including timely responses and proactive follow-up
• Ensure a seamless and positive client experience throughout onboarding and beyond
• Maintain accurate records of client interactions, pipeline updates, and progress tracking
• Manage multiple clients, priorities, and deadlines in a fast-paced environment
• Collaborate with internal teams including Sales, Implementation, Client Service, Compliance, and Testing to ensure successful execution

What you will bring:

• FINRA Series 6 and 63 required within corporate established timelines
• FINRA fingerprinting required
• 5+ years of experience in the retirement plan industry (sales, consulting, or account management)
• Experience in PEO, PEP, or MEP markets preferred
• Experience managing a sales pipeline and meeting production goals
• Strong understanding of retirement plan design, pricing, and investments
• Proven ability to deliver high-quality client presentations

Work Environment

Primarily remote role with standard business hours. Limited travel may be required based on business needs.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required to perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$72,200.00 - $101,975.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

09-12-2026