Retirement Consultant

Pension Consultants Inc; Springfield (MO); On-site; USD 70,000 - 85,000; Full time

Job summary

Pension Consultants, Inc. is seeking a RetireAdvisers Consultant in Springfield, MO to deliver retirement education and guidance to employees of clients.

The role emphasizes helping participants understand benefits and make informed decisions, while increasing engagement with employer-sponsored plans. The position requires travel to client locations for on-site meetings and presentations, along with strong communication, presentation, and customer service skills to build trust and deliver

Qualifications

• Bachelor's degree or equivalent relevant professional experience.
• Excellent interpersonal, verbal communication, and presentation skills.
• Strong customer service orientation and ability to build trust with diverse individuals.
• Strong organizational skills and attention to detail.
• Willingness to travel to client locations for on-site meetings and presentations.

Responsibilities

• Deliver retirement education and guidance to participants about benefits and decisions.
• Conduct engaging retirement presentations, orientations, and workshops.
• Support initiatives to increase participant engagement and utilization of RetireAdvisers services.
• Represent RetireAdvisers professionally to reinforce client relationships.
• Coordinate with Relationship Managers and the RetireAdvisers Manager to meet client objectives.

Skills

Interpersonal skills

Verbal communication

Presentation skills

Customer service

Organizational skills

Professionalism

Education

Bachelor's degree or equivalent

FINRA Series 65 eligibility

Job description

Springfield, MO $70,000 - $85,000 annual compensation

The RetireAdvisers Consultant is responsible for delivering exceptional retirement education and guidance to employees of our clients. The position focuses on helping participants make informed retirement decisions, increasing engagement with employer-sponsored retirement plans, and delivering a consistently high-quality experience that strengthens client relationships.

Responsibilities

• Deliver retirement education and guidance that helps participants understand their benefits, make informed decisions, and take appropriate action toward their retirement goals.
• Conduct engaging and effective retirement presentations, orientations, and workshops tailored to participant needs.
• Proactively support initiatives to increase participant engagement and utilization of RetireAdvisers services.
• Represent RetireAdvisers and Pension Consultants professionally, delivering an exceptional experience that builds trust and reinforces the value of our services.
• Coordinate with Relationship Managers and the RetireAdvisers Manager to support client objectives, respond to changing needs, and ensure timely follow-through on participant and client requests.
  

KPIs

• Net Promoter Score (NPS)
• Participant Survey Response Rate
• Total Participant Interactions
• Client-Specific Participant Engagement

Required Qualifications

• Bachelor's degree or equivalent relevant professional experience.
• Excellent interpersonal, verbal communication, and presentation skills, including the ability to explain complex financial concepts in a clear and approachable manner.
• Strong customer service orientation and demonstrated ability to build trust with individuals from diverse backgrounds.
• Strong organizational skills, attention to detail, and ability to independently manage responsibilities.
• Professionalism, initiative, adaptability, and a commitment to delivering exceptional client experiences.
• Willingness and ability to travel to client locations for on-site meetings and presentations.

Preferred Qualifications

• 2+ years of experience in financial services, retirement planning, education, or a related client-facing role.
• Familiarity with employer-sponsored retirement plans, including 401(k) and 403(b) plans.
• Experience delivering presentations, conducting workshops, or providing one-on-one financial education.
• FINRA Series 65 registration eligibility or an applicable professional designation
• Experience working with retirement plan recordkeepers or financial planning software.

About Pension Consultants, Inc.

Pension Consultants, Inc. is a nationally-ranked plan adviser dedicated to getting American workers on track for retirement. With over 30 years of experience, PCI is one of the nation's largest and oldest independent retirement plan advisers.

Since 1994, PCI has set the standard for retirement plan management. We pioneered much of the modern plan adviser service model—introducing structured investment selection, committee oversight, and fiduciary reporting—that is commonplace today.

• To illustrate, PlanAdviser, the industry’s namesake publication, didn’t launch until 2006—more than a decade after we had already begun shaping this discipline.
• We were one of the first plan advisers to accept fiduciary responsibility in writing—an unprecedented step at the time.
• We launched the Pension Focus Conference in 1996 and ran it annually through 2021.

Our most recent fee and service model is a step change innovation in transparency and accountability. That’s because we believe transparency creates accountability and accountability drives results.