Retirement Plan Consultant

Description:

Weaver Partners is seeking an innovative and tech-forward Senior 401(k) Retirement Plan Consultant to join their team. This remote, full-time role is ideal for a professional passionate about transforming and elevating the client experience in the 401(k) retirement planning space. The ideal candidate should bring a blend of sales expertise—either from within the retirement sector or other industries—paired with a strong technical aptitude and a client-first mindset.

Key responsibilities include:

• Managing a sales opportunity pipeline, collaborating closely with financial advisors and recordkeeper partners to acquire new 401(k) clients.

• Overseeing the onboarding process for new clients, which includes gathering essential documentation, setting expectations, and ensuring a smooth transition.

• Acting as the primary liaison for 401(k) plan clients and their advisors, offering consistent, high-quality support and service.

• Reviewing and communicating plan documents, disclosures, and amendments, ensuring alignment with client goals and the specifications of recordkeeping partners.

The role demands someone who is:

• Technologically adept, leveraging tools both personally and professionally.

• Highly customer-service oriented, with a proactive approach to solving client challenges.

• Knowledgeable in plan design and compliance.

• Confident in navigating sales discussions and maintaining strong advisor-client relationships.

Featured Benefits:

• Medical insurance

• Dental insurance

• Vision insurance

• Pension plan