401(k) Solutions Specialist & Client Advisor

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

Job summary

isolved is a leading HR technology company recruiting a Retirement Specialist to sell 401(k) solutions to existing clients and enhance employee benefits strategies. You will educate clients, identify retirement plan needs, and drive solution adoption.

You will collaborate with the Talent Services team to ensure retirement planning is integrated into long-term workforce strategies and client success, while pursuing opportunities to expand service adoption.

Qualifications

• Bachelor's degree in business, HR, finance, or related field preferred.
• 3-5 years of experience in sales, account management, or client services, preferably within HCM technology or financial services.
• Proven ability to consult with clients, identify needs, and sell solutions that drive business value.
• Strong understanding of industry concepts, regulations, and best practices relevant to the role.
• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently while collaborating effectively with internal teams to ensure client success.
• Results-driven mindset with a passion for delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Responsibilities

• Develop a deep understanding of isolved's 401(k) solutions and their advantages for businesses and employees.
• Engage with clients to assess retirement planning needs and provide consultative guidance on benefits strategies.
• Educate clients on the benefits of offering 401(k) plans and assist in solution implementation.
• Drive upsell opportunities while maintaining trust and long-term client relationships.
• Work in collaboration with internal teams to ensure a smooth client experience.
• Analyze sales performance and market trends to identify areas for growth.
• Meet and exceed revenue targets while maintaining a high standard of client service.
• Refer clients to additional isolved solutions, including Talent Services, HCM, and HR Services, when applicable.

Skills

Sales

Account management

Client services

CRM systems

Communications skills

Education

Bachelor's degree in business, human resources, finance, or related field

High school diploma or equivalent

Tools

CRM software

Job description

isolved is a leading HR technology company recruiting a Retirement Specialist to sell 401(k) solutions to existing clients and enhance employee benefits strategies. You will educate clients, identify retirement plan needs, and drive solution adoption.

You will collaborate with the Talent Services team to ensure retirement planning is integrated into long-term workforce strategies and client success, while pursuing opportunities to expand service adoption.