Retirement Plan Consultant (Sales)

Overview

The ideal candidate for the Institutional Retirement Plan Consultant role at Relation Wealth Management is a knowledgeable and dynamic professional who specializes in managing and consulting on retirement plans for organizations. This individual excels at delivering strategic guidance to plan sponsors, ensuring compliance with regulatory requirements, and optimizing retirement plan outcomes for participants.

Key Characteristics

• Expert in Retirement Plans : Possesses deep knowledge of 401(k), 403(b), pension plans, and other institutional retirement solutions.
• Consultative Approach : Skilled at assessing organizational needs and providing tailored recommendations to improve plan design, cost-efficiency, and participant outcomes.
• Compliance-Focused : Thoroughly understands ERISA regulations and ensures that clients remain compliant with all legal and fiduciary responsibilities.
• Participant Advocate : Committed to enhancing participant education and engagement to help employees achieve their retirement goals.
• Analytical and Strategic : Adept at analyzing plan performance, benchmarking against industry standards, and identifying opportunities for improvement.

Qualifications

Responsibilities

What we will bring to the table

Note : The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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