Plan Consultant - HCM

Tech9; Sandy (UT); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous stock options

Flexible work environment

Excellent benefits including medical, dental, vision

Plenty of PTO

Job summary

401GO is looking for a results-driven Plan Consultant to join their sales team in Sandy, Utah. The role focuses on conducting sales consultations, leveraging expertise in Qualified Retirement Plans, and managing a sales pipeline effectively. Candidates should have 2-4 years of experience in retirement plan sales and a strong understanding of compliance requirements. The position is full-time and offers a flexible work environment along with excellent benefits such as generous stock options and a standout 401(k) plan.

Qualifications

• 2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance).
• Proven track record of closing deals in B2B sales environment.
• Ability to manage and prioritize a full sales pipeline.

Responsibilities

• Conduct virtual sales meetings to understand and present solutions.
• Maintain records in HubSpot CRM.
• Collaborate with internal teams for seamless onboarding.

Skills

Sales expertise in Qualified Retirement Plans

Strong verbal and written communication

Knowledge of retirement plan design

CRM tools proficiency

Team-oriented mindset

Education

Bachelor's degree

ERISA designations

Tools

HubSpot CRM

SaaS technology

Job description

LocationSandy, UTExperience2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance, etc.)**401(k) Plan Consultant****401GO** is seeking a results-driven **Plan Consultant** (PC) to join our high-performance sales team. As a Plan Consultant, you will play a critical role in closing new business opportunities by engaging with prospects referred by our Regional Vice Presidents (RVP) and the 401GO website. This is an ideal opportunity for someone with deep experience in retirement plan sales who thrives in a fast-paced, tech-enabled, and team-oriented environment.**What You’ll Be Doing:*** **Conduct Sales Consultations:** Schedule and lead virtual sales meetings to understand the prospect’s goals and expectations, thereby presenting solutions and drive plan adoption.* **Retirement Plan Expertise:** Leverage in-depth knowledge of Qualified Retirement Plans - including 401(k), 403(b), and Cash Balance - to provide strategic consultation and guidance.* **Pipeline Management:** Maintain accurate and up-to-date records in HubSpot CRM, including activity tracking, deal progression, and reporting.* **Collaboration:** Work closely with Regional Vice Presidents, Sales Operations, and Customer Support teams to ensure a seamless handoff from prospect to onboarding.* **Sales Process Execution:** Navigate a streamlined sales cycle, manage multiple leads simultaneously, and prioritize tasks in a high-velocity environment.* **Continuous Improvement:** Participate in team strategy sessions and contribute to ongoing sales process enhancements and best practices.**What You Bring:*** 2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance, etc.)* Proven track record of closing deals in a fast-paced B2B sales environment.* Strong understanding of retirement plan design, compliance considerations, and fiduciary requirements.* Must be quick to learn and confidently demonstrate 401GO’s SaaS technology during prospect meetings and product walkthroughs.* Proficiency with CRM tools and sequences, and demonstrate ability to continuously update and manage a full sales pipeline effectively.* Excellent verbal and written communication skills, with a talent for simplifying complex concepts.* Team-oriented mindset with the ability to collaborate across multiple departments.**Preferred Qualifications:*** Experience working with Financial Advisors, Payroll providers, and small to mid-size business owners and C-Suites.* Familiarity with digital-first or SaaS-based technology platforms.* Designing and implementing retirement plans that meet the unique requirements of the client.* Bachelor's degree and some ERISA designations**Job Type:** Full-time**Pay:** Salary + Monthly Commissions**Location:** United States (Remote)**Travel:** Requires domestic travel up to 25% of the timeAt 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.**What We Offer*** A standout 401(k) plan (naturally!).* Generous stock options—share in our growth and success.* Flexible work environment—choose where you’re most productive.* Excellent benefits, including medical, dental, and vision.* Flexible hours—because great work doesn’t always happen 9–5.* Plenty of PTO—we value work-life balance.* A fully stocked kitchen when you’re in the office.At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.# Location