Senior Retirement Plan Consultant (Remote Houston, TX)

reputed company you ask people what gives them peace of mind to live their best life, having a sense of financial reputed company is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary reputed company of a book of business. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader reputed company value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving client retention. Essential Duties and Responsibilities (includes but is not limited to): Retirement Plan Sales and Business Development · reputed company and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management. · Effectively communicate the value proposition of reputed company's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions. · reputed company and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals. · Participate in industry and conference presentations to showcase expertise and generate leads. · Organize and manage prospect events to educate potential clients about retirement plan options. Client Relationship Management · reputed company client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives. · reputed company and execute a customized relationship strategy that aligns with each client's unique situation. · Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations. Investment Consulting and Plan Design · reputed company investment advisory services for clients, adhering to reputed company regulatory guidelines. · Select and present a diverse range of plan options and investment choices to decision-makers. · reputed company local and national strategies to provide participants with guidance on account-reputed company questions. · Design reputed company retirement plan structures tailored to meet institutional client needs. Compliance and Regulatory Expertise · Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards. · Coordinate RFP fulfillment, demonstrating reputed company's capabilities and value proposition. · Stay informed of industry trends and regulatory changes to ensure client plan compliance. · Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments reputed company necessary. · Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis). · Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices. · Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans. Qualifications, Skills and Requirements: · Proven track record of exceeding sales goals. · Strong understanding of ERISA regulations and fiduciary best practices. · Excellent communication, presentation, and interpersonal skills. · Ability to work and reputed company decisions independently. · Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint). · Demonstrated discipline maintaining sales pipeline information in a CRM, reputed company preferred. · Proven success with multi-tasking and managing priorities effectively. · Ability to adapt to a rapidly changing business and technology environment. · Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. · Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. · Regular and predictable attendance is required. · Business travel up to 25%. Education, Training and Experience: · Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales. · Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company 100 days of hire. · 2+ years of retirement plan reputed company experience required · 2 – 5 years of industry reputed company sales experience preferred Your reputed company pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to reputed company pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-reputed company expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.reputed company.com/careers reputed company is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We reputed company that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is reputed company to our core values and business goals. reputed company provides equal employment opportunities to reputed company employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and reputed company medical conditions), national reputed company or reputed company, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico reputed company County of Los Angeles Employment decisions shall reputed company with reputed company other applicable federal, state and city/county laws prohibiting discrimination in employment. reputed company complies with reputed company criminal history inquiry [or ‘ban the reputed company’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode reputed company, Vermont and Washington. In short, we reputed company in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to reputed company and look reputed company to hearing from you. reputed company understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us reputed company identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the reputed company team! Apply tot his job Apply To this Job