Retirement Plan Consultant

Empower Finance; Pateros; Hybrid; PHP 600,000 - 1,100,000; Full time

Job summary

Empower Finance is seeking a Retirement Plan Consultant to drive new retirement plan adoption and onboard employers to PEO, PEP, and MEP solutions. You will partner with business owners and senior decisionmakers to assess needs, recommend solutions, and guide implementation.

You will own the full sales lifecycle from referral to onboarding while achieving production goals and delivering high‑quality client experiences.

Qualifications

• 5+ years in retirement plan industry (sales, consulting or account management)
• Strong ability to design and explain retirement plan features and pricing
• Proven ability to present to C-suite and business owners
• Experience with PEO/PEP/MEP markets is a plus

Responsibilities

• Drive retirement plan adoption through consultative sales processes
• Meet production metrics, manage pipeline, and progress opportunities
• Explain plan design, pricing, and investments to clients
• Deliver professional virtual presentations to executives and business owners
• Provide ongoing consultative support including plan amendments and optimization

Skills

Sales

Retirement plan knowledge

Client presentations

Pipeline management

Education

FINRA Series 6 & 63

FINRA fingerprinting

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well‑being, and work‑life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Consultant is a client‑facing, production‑driven role responsible for driving new retirement plan adoption and onboarding employers into PEO, PEP, and MEP solutions. This role partners directly with business owners and senior decisionmakers to assess retirement plan needs, recommend appropriate solutions, and guide clients through implementation. Incumbent will own the full sales lifecycle from initial referral through onboarding while meeting defined production goals and delivering a high‑quality client experience. The role also provides ongoing consultation to existing clients, including plan amendments and optimization strategies.

What you will do

• Drive new retirement plan adoption through a structured, consultative sales process
• Meet or exceed defined production metrics, including sales volume, conversion rates, and pipeline activity
• Manage and maintain an active sales pipeline, ensuring timely progression of opportunities
• Evaluate prospective clients by assessing company structure, ownership, and retirement plan objectives
• Recommend and position retirement plan solutions aligned with client needs
• Serve as a subject matter expert on 401(k) plan design, compliance, pricing, investments, and administration
• Explain plan features including eligibility, vesting, safe harbor provisions, and employer contributions
• Prepare and present plan design illustrations and pricing comparisons
• Analyze and communicate fee disclosures clearly and transparently
• Review prior plan documents and explain implications to clients
• Deliver professional virtual presentations to business owners and C-suite stakeholders
• Communicate complex retirement concepts in a clear, client‑friendly manner
• Manage the end‑to‑end sales and onboarding process, including documentation, timelines, and client expectations
• Coordinate document collection, paperwork completion, and signature tracking
• Ensure all required information is gathered to support successful implementation
• Provide ongoing consultation to clients regarding plan amendments and optimization opportunities
• Analyze current plan provisions and recommend appropriate changes
• Manage amendment processes, including documentation and coordination with internal teams
• Deliver a high level of client service with strong responsiveness and follow‑through
• Maintain service level expectations, including timely responses and proactive follow‑up
• Ensure a seamless and positive client experience throughout onboarding and beyond
• Maintain accurate records of client interactions, pipeline updates, and progress tracking
• Manage multiple clients, priorities, and deadlines in a fast‑paced environment
• Collaborate with internal teams including Sales, Implementation, Client Service, Compliance, and Testing to ensure successful execution

What you will bring

• FINRA Series 6 and 63 required within corporate established timelines
• FINRA fingerprinting required
• 5+ years of experience in the retirement plan industry (sales, consulting, or account management)
• Experience in PEO, PEP, or MEP markets preferred
• Experience managing a sales pipeline and meeting production goals
• Strong understanding of retirement plan design, pricing, and investments
• Proven ability to deliver high‑quality client presentations

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.