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New Business Consultant

EGPS

(Remote / Baxter MN)

EGPS is a national leader in third-party administration and consulting services for retirement plans. We help clients design, implement, and maintain retirement programs that align with their goals — and we’re looking for a New Business Consultant to join our onboarding team!

In this role, you’ll be the primary contact for new clients and advisors, ensuring a seamless transition into EGPS services. You’ll serve as a trusted advisor throughout the onboarding process — combining communication, organization, and technical expertise to deliver an exceptional experience.

Key Responsibilities

• Manage the onboarding process for new retirement plan clients
• Act as the main contact for clients, financial advisors, and providers
• Collaborate across departments to ensure accurate and compliant plan setup
• Guide clients through plan design discussions and data collection
• Build and maintain strong professional relationships internally and externally
• Ensure compliance with federal regulations and company procedures
• Maintain growing knowledge of Defined Contribution and Defined Benefit regulations

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred
• 4+ years of experience in the retirement or financial services industry
• Knowledge of retirement plan documents and related regulations
• Strong communication, collaboration, and client service skills
• Proficiency with Microsoft Office and comfort learning new software

Pay Range

• $70,000.00 - $100,000.00 depending on location and experience

Join a company that values expertise, collaboration, and client success. Apply today to help us continue Helping Build Goals & Dreams at EGPS.

How to Apply

To apply, please email your resume to recruiting@egps.com.

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