Retirement Counselor

Retirement Counselors playa pivotal role by building relationships with Plan Sponsors (C-Level Executives) and empowering plan participants to reach their retirement goals through Our specialized structure separates sales from service, allowing Retirement Counselors to remain committed to helping our clients instead of selling A team effort is what makes the401(k)Solutions group unique, Retirement Counselors work with our Operation Specialists who provide hands-on support to Plan ;You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career Come be a part of this expanding group helping better the investment

The Day-To-Day:

With our specialized business model, Retirement Counselors are partnering with401(k)Sales, Service, and Operational Specialists as supporting The main priorities of Retirement Counselor are to:

• Work with Plan Sponsors (C-Level Executives) and Plan Administrators by serving as their primary contact
  
• Help oversee the navigation of the retirement plan conversion process from start to finish
  
• Present to groups of Plan Participants, and educate them on their401(k) Plan offerings while guiding them to saving for retirement
  
• Conduct annual plan performance reviews on design enhancements, including ways to improve plan participation and increase employee contributions
  
• Be the liaison to each plan s record-keeper and third-party administrator
  
• Prepare for regulatory audits and ensure client servicing guidelines are met
  

Your Qualifications:

• Bachelor degree and4+ years of working in the retirement space
  
• Series 65 (we will help you obtain upon starting)
  
• Experience in the complex retirement plan landscape, including the intricacies of ERISA, DOL, and IRS rules and regulations
  
• A background in managing complexity and providing unparalleled client service
  
• Willingness to travel~and present to large groups with varying levels of investment knowledge