Senior ERISA Retirement Plan Advisor

Old National Bank; Des Moines (IA); On-site; USD 98,400 - 199,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Education opportunities

Employee assistance program

Job summary

Old National Bank in Des Moines, IA is seeking a Retirement Plan Sales Advisor, Sr. to expand our ERISA retirement plan advisory business. You will leverage client relationships and your network to identify and close new opportunities.

The ideal candidate has 5-10 years of ERISA retirement plan sales or advisory experience, FINRA 65/66 licenses preferred, and a proven sales track record. We offer competitive compensation, benefits including 401K and education resources.

Qualifications

• Bachelor's degree preferred and 5-10 years of ERISA retirement plan sales, consulting, or advisory experience.
• 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.

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

Communication skills

Relationship building

Client-centric approach

Entrepreneurial mindset

Education

Bachelor's Degree preferred

FINRA Series 65/66 licenses preferred

ASPPA designation a plus

Job description

Old National Bank in Des Moines, IA is seeking a Retirement Plan Sales Advisor, Sr. to expand our ERISA retirement plan advisory business. You will leverage client relationships and your network to identify and close new opportunities.

The ideal candidate has 5-10 years of ERISA retirement plan sales or advisory experience, FINRA 65/66 licenses preferred, and a proven sales track record. We offer competitive compensation, benefits including 401K and education resources.