Retirement Specialist

isolved; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

isolved is a leading HR technology company recruiting a Retirement Specialist to sell 401(k) solutions to existing clients and enhance employee benefits strategies. You will educate clients, identify retirement plan needs, and drive solution adoption.

You will collaborate with the Talent Services team to ensure retirement planning is integrated into long-term workforce strategies and client success, while pursuing opportunities to expand service adoption.

Qualifications

• Bachelor's degree in business, HR, finance, or related field preferred.
• 3-5 years of experience in sales, account management, or client services, preferably within HCM technology or financial services.
• Proven ability to consult with clients, identify needs, and sell solutions that drive business value.
• Strong understanding of industry concepts, regulations, and best practices relevant to the role.
• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently while collaborating effectively with internal teams to ensure client success.
• Results-driven mindset with a passion for delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Responsibilities

• Develop a deep understanding of isolved's 401(k) solutions and their advantages for businesses and employees.
• Engage with clients to assess retirement planning needs and provide consultative guidance on benefits strategies.
• Educate clients on the benefits of offering 401(k) plans and assist in solution implementation.
• Drive upsell opportunities while maintaining trust and long-term client relationships.
• Work in collaboration with internal teams to ensure a smooth client experience.
• Analyze sales performance and market trends to identify areas for growth.
• Meet and exceed revenue targets while maintaining a high standard of client service.
• Refer clients to additional isolved solutions, including Talent Services, HCM, and HR Services, when applicable.

Skills

Sales

Account management

Client services

CRM systems

Communications skills

Education

Bachelor's degree in business, human resources, finance, or related field

High school diploma or equivalent

Tools

CRM software

Job description

Summary/objective

The Retirement Specialist is responsible for selling isolved's 401(k) solutions to existing clients, helping organizations enhance their employee benefits and retirement planning strategies. This role works closely with clients to identify retirement plan needs, provide education on available solutions, and drive adoption of isolved's retirement services. Additionally, the Retirement Specialist collaborates with the Talent Services team to ensure clients have comprehensive workforce strategies that include retirement planning as part of a long-term talent retention strategy.

Job Description

Retirement Specialist

Job Level

P2

Summary/objective

The Retirement Specialist is responsible for selling isolved's 401(k) solutions to existing clients, helping organizations enhance their employee benefits and retirement planning strategies. This role works closely with clients to identify retirement plan needs, provide education on available solutions, and drive adoption of isolved's retirement services. Additionally, the Retirement Specialist collaborates with the Talent Services team to ensure clients have comprehensive workforce strategies that include retirement planning as part of a long-term talent retention strategy.

Core Job Duties

• Develop a deep understanding of isolved's 401(k) solutions and their advantages for businesses and employees.


• Engage with clients to assess retirement planning needs and provide consultative guidance on benefits strategies.


• Educate clients on the benefits of offering 401(k) plans and assist in solution implementation.


• Drive upsell opportunities while maintaining trust and long-term client relationships.


• Work in collaboration with internal teams to ensure a smooth client experience.


• Analyze sales performance and market trends to identify areas for growth.


• Meet and exceed revenue targets while maintaining a high standard of client service.


• Refer clients to additional isolved solutions, including Talent Services, HCM, and HR Services, when applicable.

Job Complexity

Developing professional expertise. Beginning to focus on attaining proficiency in one or more areas of their role. Applies company policies and procedures to resolve a variety of issues.

Interaction

Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.

Supervision

Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

Experience

Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.

Minimum Qualifications

• A high school diploma or equivalent is required; a bachelor's degree in business, human resources, finance, or a related field is preferred.


• At least 3-5 years of experience in sales, account management, or client services, preferably within HCM technology, financial services, or a related industry.


• Proven ability to consult with clients, identify needs, and effectively sell solutions that drive business value.


• Strong understanding of industry-specific concepts, regulations, and best practices relevant to the role.


• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.


• Demonstrated success in building and maintaining client relationships while identifying upsell and cross-sell opportunities.


• Experience working with CRM systems and sales enablement tools.


• Ability to work independently while collaborating effectively with internal teams to ensure client success.


• Results-driven mindset with a passion for delivering an outstanding customer experience.


• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Any

Internal Job Title

Retirement Specialist

Effective Date

02/03/2025

About Isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.
isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.