401(k) Solutions Consultant

iSolved HCM; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

isolved is seeking a Retirement Specialist to sell 401(k) solutions to existing clients and enhance retirement planning as part of a broader benefits strategy. You will educate clients, assess needs, and drive adoption of retiring services.

Collaborating with the Talent Services team, you will ensure comprehensive workforce strategies that include retirement planning for long-term talent retention and client success.

Qualifications

• Typically requires a Bachelor's degree and 2+ years of related experience.
• A proven ability to consult with clients and sell solutions that drive value.
• Strong understanding of industry concepts, regulations, and best practices.

Responsibilities

• Develop deep understanding of isolved's 401(k) solutions and advantages.
• Engage with clients to assess retirement planning needs and provide consultative guidance.
• Educate clients on retirement plan benefits and assist in solution implementation.
• Drive upsell opportunities while maintaining long-term client relationships.
• Collaborate with internal teams to ensure a smooth client experience.
• Analyze sales performance and market trends to identify growth areas.
• Meet revenue targets while delivering high-quality client service.

Skills

Client consultation

CRM systems

Sales enablement tools

Independent work

Upsell & cross-sell

Relationship building

Communication skills

Education

Bachelor's degree

Advanced degree

Tools

CRM systems

Sales enablement tools

Job description

isolved is seeking a Retirement Specialist to sell 401(k) solutions to existing clients and enhance retirement planning as part of a broader benefits strategy. You will educate clients, assess needs, and drive adoption of retiring services.

Collaborating with the Talent Services team, you will ensure comprehensive workforce strategies that include retirement planning for long-term talent retention and client success.