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Sr. Retirement Plan Consultant

The Meltzer Group

in Bethesda, MD

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 deserve.

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
  • Relationship Management
  • Fielding retirement compliance and plan design questions with plan vendor assistance
  • Potential for growth to a managerial position leading a consultant team

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 market
  • 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

Required Licenses:

  • Series 6, 63 & 65 or
  • Series 7 & 66
  • Life & Health license is recommended, but not required.

We are an Equal Opportunity Employer

No recruiters please

How to Apply

Please send resume and salary requirements to

Visit our web site.

This ad has been viewed 1466 times. It expires on 3/12/2017.

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