Retirement Plan Growth Advisor

GOEBEL FIXTURE COMPANY; Lisle (IL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Discretionary commission up to $2,000

Job summary

Connor & Gallagher OneSource (CGO) is seeking a Retirement Plan Sales Consultant to drive growth through new 401(k) and qualified retirement plan business. This outside sales role is responsible for revenue, client relationships, and leading strategic retirement plan projects.

The ideal candidate has deep knowledge of the qualified retirement plan marketplace and strong consultative sales skills, with a hybrid work model in Lisle, IL.

Qualifications

• Active Series 65 license or ability to obtain within 90 days.
• Bachelor's degree in Business, Finance, Economics, Accounting, or related field.
• 3+ years of retirement plan sales, consulting, recordkeeping, or wealth management.
• Proven experience in the qualified retirement plan marketplace.
• Demonstrated ability to generate revenue through 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 revenue from 401(k) and other qualified plans.
• Develop and execute strategic sales plans to meet revenue goals.
• Cultivate relationships with business owners, CFOs, HR leaders, attorneys, CPAs, and referral partners.
• Maintain accurate CRM records and track sales opportunities.
• Lead client-facing projects including RFPs, vendor searches, and plan conversions.
• Support M&A activity involving retirement plan due diligence and integration.
• Serve as a trusted advisor to plan sponsors and stakeholders.
• Coordinate internal and external resources to ensure client outcomes.

Skills

Series 65 license

CRM experience

Microsoft Office

Project management

Communication skills

Presentation skills

Business development

Education

Bachelor's degree in Business/Finance/Economics/Accounting

Tools

CRM systems

Microsoft Office

Job description

Connor & Gallagher OneSource (CGO) is seeking a Retirement Plan Sales Consultant to drive growth through new 401(k) and qualified retirement plan business. This outside sales role is responsible for revenue, client relationships, and leading strategic retirement plan projects.

The ideal candidate has deep knowledge of the qualified retirement plan marketplace and strong consultative sales skills, with a hybrid work model in Lisle, IL.