Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number
receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems
Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries
Manage expectations regarding requests for Plan Reports, that include but are not limited to
fee benchmarking reports and plan investment reviews
Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth
Possess a strong knowledge of retirement plan recordkeeping products and services
Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement

5+ years of retirement plan experience
2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
2+ years of experience with Defined Benefit Plans
2+ years of experience with Cash Balance Plans
1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
FINRA series 6 and series 63 license at time of application
3+ years of experience with Microsoft Office Suite, particularly PowerPoint
Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience

Clear areas of ownership and accountability
Collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
Culture grounded in integrity, responsibility, and stewardship

Retirement Plan Consultant

Key skills