The PEO Retirement Plan Consultant (RPC) is aligned with the PEO market's largest client and responsible for independently communicating and shepherding tasks associated with supporting new adopter sales and onboarding new adopters in partnership with the plan, their sales force, and their adopters.

What you will do

• Support adopters in the selection of various plan design options to fit their unique needs, both at installation and ongoing
• Help adopters collect prior plan documents necessary to establish a new plan, discussing existing plan provisions such as safe harbor and matching contributions, helping them understand available plan provisions and working to understand their business structure and ownership arrangement
• Provide consultation to existing adopting employers to help them amend their plan based on changes in their business
• Prepare and discuss plan design illustrations and pricing comparisons
• Support the participant enrollment process for the new adopter
• Build trusted relationships with key plan professionals
• Drive seamless new adopter sales towards annual goals
• Develop an in-depth knowledge of the plan, its pricing and investment offering and a proficiency at positioning the solutions competitively
• Collaborate and partner with the Relationship and Client Service Management teams to support the retention and growth of the customer

What you will bring

• 5+ years of experience in retirement plan market with either account management, plan design consultation or an internal sales consultant background preferred
• Excellent verbal and written communication skills including presentations skills, building partnerships internally and externally including plan sponsors, consultants, and business leaders
• Understanding of retirement plan pricing
• FINRA Series 6 & 63 licenses required within established timelines

What will set you apart

• Experience with MEP, PEP and/or PEO market preferred
• Strong organizational skills and experience managing a sales pipeline preferred
• Strong collaboration skills: ability to navigate internally
• Customer centric orientation
• Background in customer service with proven skills at delivering on customer needs, and a high level of follow through and responsiveness

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range
$72,200.00 - $101,975.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:
07-03-2026

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