Retirement Plan Advisor, Sr

Old National Bank; Nashville (TN); On-site; USD 98,400 - 199,000; Full time

Job summary

Old National Bank is expanding its Retirement Plan Sales Advisor program, focusing on ERISA plan design, compliance, and delivering consultative retirement solutions to employers in a growing market.

The Senior Retirement Plan Sales Advisor will leverage existing client relationships and personal networks to identify opportunities, design plans, and close new ERISA opportunities while ensuring regulatory compliance and strong participant outcomes.

Qualifications

• Bachelor's Degree preferred; 5-10 years ERISA retirement plan sales/consulting/advisory experience.
• FINRA Series 65/66 licenses preferred; ASPPA or other retirement plan designations a plus.
• Proven track record of meeting or exceeding sales goals in a competitive environment.
• Strong understanding of plan design, fiduciary responsibilities, and compliance requirements.
• Ability to build trust quickly with business leaders and decision-makers.
• Entrepreneurial mindset with the discipline to self-source opportunities while maximizing internal referral channels.

Responsibilities

• Partner with bank relationship managers, commercial lenders, and wealth advisors to identify cross-sell opportunities for retirement plan advisory services.
• Self-source new business through proactive prospecting, networking, and referral development.
• Conduct in-depth needs assessments with business owners, CFOs, and HR leaders to design tailored ERISA-compliant retirement plan solutions.
• Present proposals and deliver compelling plan recommendations that align with client goals and regulatory requirements.
• Stay ahead of industry trends, regulatory changes, and competitive offerings to position our services as best-in-class.
• Maintain accurate pipeline and activity tracking in CRM to support forecasting and reporting.
• As necessary, serve as an ongoing relationship manager to select clients to ensure robust client retention.

Skills

Compelling communication

Relationship building

Client-centric approach

_OnB culture and on model_

Education

Bachelor's Degree preferred

FINRA Series 65/66 preferred

ASPPA designation a plus

Tools

FINRA Series 65/66

ASPPA designation

Job description

Job Locations

US-IN-Indianapolis | US-TN-Nashville | US-MN-South Saint Paul | US-IL-Chicago | US-IA-Des Moines | US-WI-Milwaukee | US-MO-Clayton | US-KY-Louisville

Position Details

Category/Function: Trust/Wealth Management

Position Type: Regular Full-Time

Requisition ID: 2026-20386

Workplace Type: On Site

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

As a Retirement Plan Sales Advisor, Sr., you'll be at the forefront of expanding our retirement plan advisory business in a dynamic and growing market. You'll leverage both the bank's existing client relationships and your own network to identify, develop, and close new ERISA plan opportunities. Your expertise will help employers design plans that attract and retain talent, while ensuring compliance and maximizing participant outcomes. This is a role where your consultative approach and entrepreneurial drive will directly shape our growth trajectory.

Salary Range

The salary range for this position is $98,400/yr - $199,000/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

• Partner with bank relationship managers, commercial lenders, and wealth advisors to identify cross-sell opportunities for retirement plan advisory services.


• Self-source new business through proactive prospecting, networking, and referral development.


• Conduct in-depth needs assessments with business owners, CFOs, and HR leaders to design tailored ERISA-compliant retirement plan solutions.


• Present proposals and deliver compelling plan recommendations that align with client goals and regulatory requirements.


• Stay ahead of industry trends, regulatory changes, and competitive offerings to position our services as best-in-class.


• Maintain accurate pipeline and activity tracking in CRM to support forecasting and reporting.


• As necessary, serve as an ongoing relationship manager to select clients to ensure robust client retention.

Key Competencies for Position

• Compelling Communication Skills and Sales Effectiveness


• Relationship building and collaboration


• Client-centric and consultative approach


• Personifies ONB Culture and works \"on model\"

Qualifications and Education Requirements

• Bachelor's Degree preferred; 5-10 years of experience in ERISA retirement plan sales, consulting, or advisory roles.


• FINRA Series 65 (or 66) licenses preferred; ASPPA or other retirement plan designations a plus.


• Proven track record of meeting or exceeding sales goals in a competitive environment.


• Strong understanding of plan design, fiduciary responsibilities, and compliance requirements.


• Ability to build trust quickly with business leaders and decision-makers.


• Entrepreneurial mindset with the discipline to self-source opportunities while maximizing internal referral channels.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!