Plan Consultant - HCM

Job Description

Job Description

401(k) Plan Consultant

401GO is seeking a results-driven Plan Consultant (PC) to join our high-performance sales team. As a Plan Consultant, you will play a critical role in closing new business opportunities by engaging with prospects referred by our Regional Vice Presidents (RVP) and the 401GO website. This is an ideal opportunity for someone with deep experience in retirement plan sales who thrives in a fast-paced, tech-enabled, and team-oriented environment.

What You’ll Be Doing :

• Conduct Sales Consultations : Schedule and lead virtual sales meetings to understand the prospect’s goals and expectations, thereby presenting solutions and drive plan adoption.
• Retirement Plan Expertise : Leverage in-depth knowledge of Qualified Retirement Plans - including 401(k), 403(b), and Cash Balance - to provide strategic consultation and guidance.
• Pipeline Management : Maintain accurate and up-to-date records in HubSpot CRM, including activity tracking, deal progression, and reporting.
• Collaboration : Work closely with Regional Vice Presidents, Sales Operations, and Customer Support teams to ensure a seamless handoff from prospect to onboarding.
• Sales Process Execution : Navigate a streamlined sales cycle, manage multiple leads simultaneously, and prioritize tasks in a high-velocity environment.
• Continuous Improvement : Participate in team strategy sessions and contribute to ongoing sales process enhancements and best practices.

What You Bring :

Preferred Qualifications :

Job Type : Full-time

Pay : Salary + Monthly Commissions

Location : United States (Remote)

Travel : Requires domestic travel up to 25% of the time

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and / or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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