Retirement Consultant

We are a nationally recognized, award-winning financial services firm providing comprehensive consulting and advisory services across retirement, wealth, insurance, and HR solutions. Our Retirement & Wealth practice is experiencing rapid growth, focused on delivering sophisticated, custom solutions to institutional plan sponsors nationwide. Our specialized DC team is driving substantial new business volume, and we are seeking a key addition to capitalize on a rapidly expanding pipeline.

We are seeking a highly specialized Retirement Solutions Consultant to focus exclusively on generating new business and driving client engagements related to Defined Contribution (DC) plans, including 401(k), 403(b), and non-qualified deferred compensation plans. This is a high-impact, consultative sales role requiring deep technical expertise in plan design, fiduciary governance, investment lineup structuring, and vendor search strategies.

• New Business Generation: Actively identify, prospect, and close new institutional client engagements seeking DC plan advisory, plan design, and fiduciary consulting services. The goal is to maximize client revenue by generating recurring advisory fees and high-value project fees.
• Technical Selling: Serve as the subject matter expert in DC plan governance, ERISA fiduciary best practices, investment menu optimization, fee benchmarking, and participant financial wellness strategies.
• Collaboration & Referral: Work closely with internal partners across wealth management, HR solutions, and insurance practice lines, generating revenue from mutual cross-referrals into our DC specialty.

This role requires a unique combination of technical depth and high-level sales ability "selling is huge!". We are targeting candidates who understand the complex financial and regulatory ecosystem of 401(k) and DC plans.

• Experience: 5+ years of demonstrated experience focused on Defined Contribution (401k) plans, institutional retirement plan consulting, or related B2B sales/advisory roles.
• Technical Expertise: Deep working knowledge of 401(k)/DC plan structures, ERISA compliance, fiduciary risk management, recordkeeper landscapes, and investment selection/monitoring. Industry designations (e.g., CPFA, AIF, CIMA) are highly valued.
• Sales Acumen: Proven track record as a New Business Hunter, capable of navigating multi-stakeholder corporate sales cycles (C-suite, HR, Investment Committees) and generating significant new revenue.

The compensation structure is designed to reward high-volume, high-value sales, resulting in exceptional earning potential.

• Base Salary & Structure: Competitive base salary, with the flexibility to negotiate a structure that attracts top industry talent.
• Compensation Components: Compensation is derived from significant recurring advisory revenue sharing, project-based fees, and performance bonuses.