Retirement Plan Consultant

The PEO Retirement Plan Consultant (RPC) is aligned with the PEO market’s largest client and responsible for independently communicating and shepherding tasks associated with supporting new adopter sales and onboarding new adopters in partnership with the plan, their sales force, and their adopters.

• Support adopters in the selection of various plan design options to fit their unique needs, both at installation and ongoing support.
• Help adopters collect prior plan documents necessary to establish a new plan, discussing existing plan provisions such as safe harbor and matching contributions, helping them understand available plan provisions and working to understand their business structure and ownership arrangement.
• Provide consultation to existing adopting employers to help them amend their plan based on changes in their business.
• Prepare and discuss plan design illustrations and pricing comparisons.
• Support the participant enrollment process for the new adopter.
• Build trusted relationships with key plan professionals.
• Drive seamless new adopter sales towards annual goals.
• Develop an in-depth knowledge of the plan, its pricing and investment offering and a proficiency at positioning the solutions competitively.
• Collaborate and partner with the Relationship and Client Service Management teams to support the retention and growth of the customer.

• 5+ years of experience in retirement plan market with either account management, plan design consultation or an internal sales consultant background (preferred).
• Excellent verbal and written communication skills including presentation skills, building partnerships internally and externally including plan sponsors, consultants, and business leaders.
• Understanding of retirement plan pricing.
• FINRA Series 6 & 63 licenses required within established timelines.
• Strong organizational skills and experience managing a sales pipeline.
• Strong collaboration skills: ability to navigate internally.
• Customer‑centric orientation.
• Background in customer service with proven skills at delivering on customer needs, and a high level of follow‑through and responsiveness.

• Experience with MEP, PEP and/or PEO market.
• Strong relationship building and collaboration skills.
• Customer‑centric orientation and responsiveness.
• Background in customer service with proven delivery of customer needs.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

• 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.

• 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—16hours 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 – $. 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…