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Relation Insurance Services · 1 week ago

Retirement Plan Consultant - Sales

California, United States

Full-time

Hybrid

Senior Level

5+ years exp

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.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

H1B Sponsor Likely

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

Qualification

Retirement plan consultingERISA complianceInvestment performance analysisSecurities registrationPlan analysis toolsAnalytical skillsMicrosoft Office proficiencyInterpersonal skillsPresentation skillsCommunication skillsTime managementOrganizational skills

Required

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

Preferred

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

ASPPA or other retirement plan certifications preferred

Experience managing plans with assets under management (AUM) of $50M or more preferred

Advanced analytical skills and experience with benchmarking and performance reporting preferred

Benefits

Family health and wellness programs

401K

Employee assistance programs

Paid time off

Paid holidays

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)