Talent.com
Retirement Plan Consultant (Sales)
Retirement Plan Consultant (Sales)Relation Insurance Services • Tulsa, OK, US
Retirement Plan Consultant (Sales)

Retirement Plan Consultant (Sales)

Relation Insurance Services • Tulsa, OK, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Director of Sales Talent | Building High-Performing Teams

Institutional Retirement Plan Consultant

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 :

  • Bachelor's degree in finance, business, or a related field (ASPPA or other retirement plan certifications preferred).
  • Minimum of 5 years of experience in retirement plan consulting or institutional investment advisory roles.
  • Knowledge or plan tools including Fi360.
  • Strong knowledge of ERISA, fiduciary standards, and retirement plan design.
  • Proven ability to work with plan sponsors, investment committees, and third-party administrators.
  • Excellent presentation and communication skills, with the ability to convey complex concepts to diverse audiences.
  • Preferred AUM at or above $50M.

    • Responsibilities :

  • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance.
  • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments.
  • Educate plan sponsors and participants on retirement planning strategies and best practices.
  • Stay informed about regulatory changes and industry trends to provide proactive advice.
  • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.

    • WHAT WE WILL BRING TO THE TABLE :

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.
  • Paid training and continuing education to obtain / maintain your insurance license.

    • 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. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. 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.

    Seniority Level

    Mid-Senior level

    Employment Type

    Full-time

    Job Function

    Sales and Business Development

    Industries

    Insurance

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Retirement Plan Consultant • Tulsa, OK, US