Plan Consultant - HCM

401GO; Sandy (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Stock options

Flexible work environment

Excellent medical, dental, and vision benefits

Flexible hours

Paid time off

Fully stocked kitchen

Job summary

401GO is looking for a full-time 401(k) Plan Consultant to join their remote sales team. This role involves conducting virtual sales consultations, leveraging retirement plan expertise, and managing a sales pipeline using HubSpot CRM. Qualified candidates should have 2-4 years of experience in retirement plan sales, excellent communication skills, and a team-oriented mindset. The position offers generous stock options, flexible work hours, and excellent benefits, including medical, dental, and vision coverage.

Qualifications

• 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 compliance considerations and fiduciary requirements.
• Quick learner with SaaS technology proficiency.
• Ability to manage a full sales pipeline effectively.
• Excellent verbal and written communication skills.

Responsibilities

• Conduct virtual sales meetings to understand prospects' needs.
• Provide strategic consultation on retirement plans.
• Maintain records in HubSpot CRM.
• Collaborate with sales and customer support teams.
• Manage multiple leads and tasks in a fast-paced environment.
• Participate in team strategy sessions.

Skills

Experience selling Qualified Retirement Plans

B2B sales experience

Understanding of retirement plan design

Proficiency with CRM tools

Excellent communication skills

Team-oriented mindset

Education

Bachelor's degree

Tools

HubSpot CRM

Job description

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 driving 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, tracking activity, 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 Details

Job Type: Full-time

Pay: Salary + Monthly Commissions

Location: United States (Remote)

Travel: Requires domestic travel up to 25% of the time

What We Offer

• A standout 401(k) plan.
• 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.

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 non conformity), 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.