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Strategic Retirement Plan Consultant
Retirement Plan Consultants
(Urbandale IA / Des Moines IA)
About Retirement Plan Consultants
Retirement Plan Consultants is a leading retirement plan provider dedicated to helping financial advisors and plan sponsors deliver strong outcomes for their clients. We focus on exceptional service, and planning for the good days ahead.
Job Summary
We are seeking an experienced and highly motivated Strategic Retirement Plan Consultant to support financial advisors in delivering high-quality retirement plan benchmarking, provider evaluations, and consultative sales support. This role is ideal for a retirement plan professional who thrives on building relationships, improving processes, and delivering exceptional reporting and service.
Primary Responsibilities:
- Partner with financial advisors to create benchmarking analyses and comparative retirement plan reports.
- Evaluate multiple retirement plan providers and platforms, highlighting strengths, gaps, and recommendations.
- Provide sales support and consultative insights to help advisors win and retain retirement plan business.
- Develop and refine internal processes, tools, and workflows to improve efficiency and service quality.
- Create customized reporting packages, including fee comparisons, investment reviews, and service evaluations.
- Deliver high-quality customer service to advisors, plan sponsors, and internal partners.
- Collaborate with internal sales, product teams, and operations to ensure seamless delivery of services.
- Maintain a strong working knowledge of industry regulations, retirement plan design, and market trends.
Primary Skills & Requirements:
- 2+ years of experience in the retirement plan industry (recordkeeping, advisory, TPA, wholesaling, or related).
- Strong understanding of retirement plan fees, investments, benchmarking, and provider differences.
- Experience working directly with financial advisors in relationship management, sales support, or consulting capacity.
- Ability to evaluate multiple vendors/providers and articulate key differences.
- Proven ability to take initiative, build new processes, and create scalable systems.
- Exceptional communication skills, both written and verbal.
- Strong analytical skills with the ability to interpret data and create polished reports.
- Experience with RPAG (Retirement Plan Advisory Group) tools and benchmarking systems is a significant plus.
- Experience in internal sales or sales support is a strong benefit.
What We Offer
- Competitive compensation and benefits package
- Opportunities for professional growth
- A collaborative, advisor-focused culture
- The chance to help shape a growing retirement plan service model
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 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
Use this link to apply today on our parent company's website!
A Verified Employer
Retirement Plan Consultants has trusted BenefitsLink to help reach qualified candidates for this opening.