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Relation Insurance Services · 2 months ago

Retirement Plan Consultant (Sales)

Tulsa, OK

Full-time

Hybrid

Senior Level

5+ years exp

Relation Insurance Services is seeking a knowledgeable and dynamic Institutional Retirement Plan Consultant who specializes in managing and consulting on retirement plans for organizations. This role involves delivering strategic guidance to plan sponsors, ensuring compliance with regulatory requirements, and optimizing retirement plan outcomes for participants.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

H1B Sponsor Likely

Hiring Manager

Tara Pendleton

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

Qualification

Retirement PlansERISA RegulationsRetirement Plan DesignFi360Consultative ApproachAnalytical SkillsCommunication Skills

Required

Bachelor's degree in finance, business, or a related field

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

ASPPA or other retirement plan certifications

Preferred AUM at or above $50M

Benefits

Family health and wellness programs

401K

Employee assistance programs

Paid time off

Paid holidays

Career advancement and development opportunities

Paid training and continuing education to obtain/maintain your insurance license

Company

Relation Insurance Services

Despite our size, Relation feels like a family company. Here, a handshake matters.

Founded in 2007

Walnut Creek, California, USA

1001-5000 employees

https://www.relationinsurance.com

H1B Sponsorship

Relation Insurance Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)