[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.

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