Our company is a suburban Washington DC based, comprehensive insurance brokerage and advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property and casualty insurance, and wealth management. Our
extraordinary professionals in all business segments believe that our clients’ needs are the most important factors in the insurance and financial management process. We ensure that our clients receive the service and products that they
We currently have an opening for a Sr. Retirement Plan Consultant. Retirement plan consultants are employees who independently service and grow existing client relationships with limited responsibilities for business development.
Typically, consultants are assigned to the client after the sales process is complete or have had the relationship transferred to them by an existing consultant.
The Sr. consultant role is a salaried position, but comes with a revenue based retention
bonus. All Sr. Consultants are encouraged to prospect and build their own book of business on which they are able to earn commissions on if appropriately licensed.
The Sr. Retirement Plan Consultant will be responsible for:
Quarterly investment reviews with clients
Fielding retirement compliance and plan design questions with plan vendor assistance
Potential for growth to a managerial position leading a consultant
On average, the Retirement Plan Consultant will have a book of 30-50 clients for whom he/she is responsible for.
Required Experience/ Characteristics:
A minimum of 5 years’ experience in the retirement plan
industry, 10+ is preferred
Must be knowledgeable regarding retirement plan design and compliance requirements
Must be knowledgeable regarding basics of investing and asset allocation, and a general understanding of the securities
Top notch presentation skills
Must be customer service oriented, and work well in a team environment
Ability to work with computer databases and Microsoft Office Suite
63 & 65 or
Series 7 & 66
Life & Health license is recommended, but not required.