Strategic Retirement Plan Consultant
Insurance Administrative Solutions, L.l.c., Des Moines, Iowa, United States, 50319
Strategic Retirement Plan Consultant page is loaded## Strategic Retirement Plan Consultantlocations:
Des Moines, IAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR3630**Strategic Retirement Plan Consultant****Retirement Plan Consultants - RPC****Des Moines, IA - Remote****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:*** **Minimum 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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr
Des Moines, IAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR3630**Strategic Retirement Plan Consultant****Retirement Plan Consultants - RPC****Des Moines, IA - Remote****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:*** **Minimum 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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr