Retirement Plan Consultant

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $72.2k - $102k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Drive new retirement plan adoption through a structured, consultative sales process • Meet or exceed production metrics, including sales volume, conversion rates, and pipeline activity • Manage and maintain an active sales pipeline • Evaluate prospective clients and assess company structure, ownership, and retirement plan objectives • Recommend retirement plan solutions aligned with client needs • Advise on 401(k) plan design, compliance, pricing, investments, and administration • Explain eligibility, vesting, safe harbor provisions, and employer contributions • Prepare plan design illustrations and pricing comparisons • Analyze and communicate fee disclosures • Review prior plan documents and explain implications to clients • Deliver virtual presentations to business owners and C-suite stakeholders • Manage the end-to-end sales and onboarding process, including documentation, timelines, and client expectations • Coordinate document collection, paperwork completion, and signature tracking • Provide ongoing consultation regarding plan amendments and optimization opportunities • Manage amendment processes with internal teams • Maintain service levels through timely responses and proactive follow-up • Maintain accurate client, pipeline, and progress records • Manage multiple clients, priorities, and deadlines • Collaborate with Sales, Implementation, Client Service, Compliance, and Testing teams

🎯 Requirements

• 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 • Reliable high-speed internet with a wired connection and suitable home workspace for remote work

🏖️ Benefits

• 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) facilitating inclusion and collaboration • Reliable high-speed internet and wired connection; necessary computer equipment provided