Retirement Plan Consultant

Connor & Gallagher OneSource; Lisle (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Unlimited PTO

Job summary

Connor & Gallagher OneSource is seeking a Retirement Plan Sales Consultant in Lisle, IL to drive growth by acquiring and developing 401(k) and other qualified retirement plans. You will manage relationships with business owners and plan sponsors, lead strategic projects, and serve as a trusted advisor to clients.

The role emphasizes consultative sales, plan conversions, and collaboration with internal teams to deliver results and revenue growth.

Qualifications

• Active Series 65 license or ability to obtain within 90 days.
• Bachelor's degree in Business, Finance, Economics, Accounting, or related field preferred.
• 3+ years of experience in retirement plan sales, consulting, recordkeeping, or wealth management.
• Demonstrated experience in the qualified retirement plan marketplace.
• Proven ability to generate revenue through new retirement plan sales and business development.
• Strong project management, communications, and presentation skills.
• Proficiency with CRM systems and Microsoft Office applications.

Responsibilities

• Generate new business opportunities and drive revenue growth through sale of 401(k) and other qualified plans.
• Develop and execute strategic sales plans to meet sales and revenue goals.
• Cultivate relationships with business owners, CFOs, HR leaders, attorneys, CPAs, and referral partners.
• Maintain accurate client and prospect records within the CRM.
• Manage and track sales opportunities, pipeline activity, and forecasting information.
• Lead client-facing projects, including RFPs, vendor searches, benchmarking, and plan implementations.
• Support merger and acquisition activity involving retirement plan due diligence and integration.
• Serve as a trusted advisor to retirement plan sponsors and stakeholders.
• Coordinate internal and external resources to ensure client outcomes.

Skills

Sales

CRM

Office-suite

Project mgmt

Presentations

Communication

Education

Bachelor's degree

Series 65 license

Tools

CRM systems

Microsoft Office

Job description

Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we've supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, recruiting, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive.

Position Summary

We are seeking a highly motivated and experienced Retirement Plan Sales Consultant to drive growth through the acquisition and development of new 401(k) and qualified retirement plan business. This is an outside sales role responsible for generating revenue, managing prospect and client relationships, leading strategic retirement plan projects, and serving as a trusted advisor to plan sponsors and business owners. The ideal candidate possesses deep knowledge of the qualified retirement plan marketplace and strong consultative sales skills.

Key Responsibilities

• Generate new business opportunities and drive revenue growth through the sale of 401(k), profit sharing, cash balance, and other qualified retirement plans.
• Develop and execute strategic sales plans to meet or exceed sales and revenue goals.
• Cultivate relationships with business owners, CFOs, HR leaders, attorneys, CPAs, and referral partners.
• Maintain accurate and up-to-date client and prospect records within the CRM platform.
• Manage and track sales opportunities, pipeline activity, and forecasting information within the CRM.
• Lead client-facing projects, including RFPs, vendor searches, benchmarking initiatives, plan conversions, and implementation projects.
• Support merger and acquisition (M&A) activity involving retirement plan due diligence, plan integration, and transition planning.
• Serve as a trusted advisor to retirement plan sponsors and key stakeholders.
• Coordinate internal and external resources to ensure successful client outcomes.

Required Education and Experience

• Active Series 65 license or ability to obtain within 90 days.
• Bachelor's degree in Business, Finance, Economics, Accounting, or a related field preferred.
• 3+ years of experience in retirement plan sales, consulting, recordkeeping, or wealth management.
• Demonstrated experience in the qualified retirement plan marketplace.
• Proven ability to generate revenue through new retirement plan sales and business development.
• Strong project management, communications, and presentation skills.
• Proficiency with CRM systems and Microsoft Office applications.

Performance Expectation

• Achieve annual sales and revenue targets.
• Maintain an active, documented sales pipeline.
• Lead client projects from opportunity through implementation.
• Deliver exceptional client service and retention results.
• Contribute to the company’s overall growth strategy through proactive business development.

What’s in It for You

• Be part of a collaborative and growing organization that values client service, expertise, and innovation
• Opportunity to play a key role in driving business growth and delivering strategic retirement plan solutions.
• Competitive compensation package, including a base salary of $80,000-$100,000 and a discretionary commission opportunity of up to $2,000.
• Unlimited PTO