Retirement Plan Advisor: Client Relationships & Plan Design
Job in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-08-03
Listing for:
Work180
Full Time
position Listed on 2026-08-03
Job specializations:
-
Sales
Client Relationship Management, Sales Consultant, Customer Success Management
Job Description & How to Apply Below
NFP is seeking a Retirement Plan Advisor to independently manage established client relationships, focusing on service delivery. The role includes opportunities for commissions with proper licenses and a revenue-based retention bonus.
You will support clients after sales transitions and work with service providers to ensure smooth plan operations. The ideal candidate will have 5+ years in the retirement plan industry, strong communication skills, and proficiency with Microsoft Office and CRM
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