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New Business Consultant

Retirement Plan Consultants

(Remote)

Job Summary

This position will be the primary contact for new plans to our Retirement Plan Services platform and will work closely with all internal departments to ensure a smooth transition.

Primary Responsibilites: 

• Oversee the onboarding of new plan sales (35-45 plans, depending on size and complexity)
• Complete the setup of new startups and transfer plans from start to finish
• Communicate with advisors and plan sponsors as the single point of contact
• Schedule the plan transfer
• Train the new plan sponsor how to submit payroll contributions
• Assist with plan design and general setup questions
• Oversee the plan setup in PensionPro, plan documents and enrollments

Primary Skills & Requirements:

• Computer Operations—advanced knowledge of Microsoft Office products and Windows. 
• Demonstrated organizational abilities and attention to detail are vital.
• Must be able to meet deadlines and keep track of multiple assignments/projects
• Self-motivated
• Ability to work with many different plan types (401(k), 403(b), etc.)
• Must be thorough with an ability to follow procedures
• Exceptional customer relationship building skills
• Excellent written and oral communication skills
• Strong analytical capabilities for advanced problem-solving
• Ability to work cross-functionally in a fast-paced environment
• Ability to develop trusted relationships and find creative solutions

Hours Worked:

• Primary hours will be normal business hours (8-5) working 40 hours per week
• During busy seasons (end of year/beginning of year), overtime may be necessary and time off will be limited

About Retirement Plan Consultants

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at a company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. 

How to Apply

Apply today through our website!

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