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Retirement Plan Consultant

Integrated Pension Services

(Remote / Highland Park NJ / CT / DE / MA / MD / NC / NH / OH / PA / SC / Hybrid)

 

Department: Retirement Plan Consulting Services
Reports To: Chief Revenue Officer / Advisory Leadership
Location: Remote or Corporate Headquarters
Employment Type: Full-Time

Position Overview

The Retirement Plan Consultant (RPC) is a hybrid sales and client service role supporting retirement plan advisors, clients, and prospects throughout the entire client relationship—from business development and plan design through implementation and ongoing service.

The Specialist will work closely with advisors and internal teams to prepare proposals, analyze plan designs, support client meetings, coordinate implementation, manage follow-up, and provide responsive client service. The role requires strong retirement plan knowledge, organization, communication, and the ability to manage multiple priorities.

Key Responsibilities

Sales & Business Development

• Support advisors with prospecting, sales opportunities, proposals, presentations, and follow-up.
• Participate in prospect, client, and distribution partner meetings.
• Prepare retirement plan design studies, proposals, and supporting materials.
• Research prospective clients and assist with plan design and vendor analysis.
• Maintain accurate leads, opportunities, activities, and client information in the firm’s CRM.
• Identify opportunities to expand existing client relationships.
• As licensing and experience permit, participate in directly sourced and produced plan sales under firm leadership.

Client Service & Relationship Management

• Serve as a point of contact for clients and assist with inquiries, service requests, and issue resolution.
• Support advisors in maintaining strong client relationships.
• Prepare client reports, presentations, meeting materials, and communications.
• Track and follow up on outstanding client and internal action items.
• Coordinate with internal teams and service providers to resolve client needs.
• Maintain a working knowledge of retirement plan rules, regulations, products, and industry best practices and be ready to communicate them effectively.
• Pursue relevant retirement industry education and designations.

Qualifications

• Bachelor’s degree preferred or equivalent relevant experience.
• 2+ years of experience in financial services or retirement plan industry.
• Strong understanding of retirement plan concepts and a desire to continue developing technical expertise.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Professional, client-focused demeanor.
• Proficiency with Microsoft Office, sales process and CRM systems
• Ability to work independently while collaborating effectively with a team.

Licensing & Certifications

The position requires a Series 65 license or the combination of a Series 7 and 66

Individuals who are not currently licensed will be required to obtain appropriate licensing within 120 days of employment and may be asked to acquire state life insurance licenses as well.

The firm encourages continued professional development and pursuit of relevant retirement industry designations.

Compensation & Work Environment

Compensation will be commensurate with experience, qualifications, and responsibilities and may include base salary, benefits, and participation in applicable incentive programs as well as retention of advisory fees.

The position may be remote or based at the corporate headquarters. Occasional travel may be required.

Management reserves the right to modify responsibilities based on business needs. Employment and compensation are subject to satisfactory performance and applicable company policies and agreements.

How to Apply

To apply, please email your resume to general@integrated-pension.com with the subject line, Retirement Plan Consultant Position

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