[Remote] Retirement Plan Consultant - Sales

Note: The job is a remote job and is open to candidates in USA. Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. The Retirement Plan Consultant provides expert guidance on plan design, compliance, and participant engagement, delivering tailored solutions to optimize performance and improve participant outcomes. Responsibilities • Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities • Builds and maintains strong client relationships, ensuring satisfaction and trust • Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360 • Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes • Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments • Supports clients in fulfilling fiduciary obligations and maintaining proper documentation • Develops and delivers educational programs to improve participant understanding and engagement in retirement planning • Promotes strategies that increase participation rates and contribution levels • Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients • Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process • Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers • Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management • Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives • Attends industry or relevant targeted prospect events • Travels domestically throughout the territory to meet with prospects • Performs other projects, duties, and tasks, as assigned Skills • High school diploma or equivalent required • Minimum 5 years of experience in retirement plan consulting or institutional investment advisory roles • Relevant securities registration – such as Series 65, or equivalent combinations of Series 66 and 7 required • Proven ability to work with plan sponsors, investment committees, and third-party administrators • Proficiency with plan analysis tools (e.g., Fi360) • Deep knowledge of retirement plan types (401(k), 403(b), pension plans) and related concepts such as deferrals, contributions, distributions, and loans • Strong understanding of laws and regulations governing retirement plans, including ERISA, IRS, and DOL requirements • Strong analytical and mathematical skills • Excellent interpersonal, presentation, and communication skills to maintain effective relationships with clients, co-workers, and vendors • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and ability to learn new software applications such as online enrollment platforms • Strong time management and organizational skills; able to work independently and manage multiple tasks effectively • Bachelor's degree in finance, business or a related field • ASPPA or other retirement plan certifications • Experience managing plans with assets under management (AUM) of $50M or more • Advanced analytical skills and experience with benchmarking and performance reporting Benefits • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays Company Overview • Despite our size, Relation feels like a family company. Here, a handshake matters. It was founded in 2007, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.relationinsurance.com. Company H1B Sponsorship • Relation Insurance Services has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role. Apply Now Apply Now