FINRA Licensed PEO Retirement Consultant

Job Summary

A company is looking for a Consultant PEO Retirement Plan.

Key Responsibilities

• Support adopters in selecting plan design options and collecting necessary prior plan documents
• Provide ongoing consultation to existing adopting employers for plan amendments and prepare plan design illustrations
• Build relationships with key plan professionals and collaborate with teams to support customer retention and growth

Required Qualifications

• FINRA 6 & 63 licenses required within 6 months of hire
• 5+ years of experience in retirement plan market, preferably in account management or plan design consultation
• Experience with MEP, PEP, and/or PEO market preferred
• Strong organizational skills and experience managing a sales pipeline preferred
• Understanding of retirement plan pricing