Senior ERISA Retirement Plan Advisor

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

Benefits offered by this job

Competitive compensation with salary +

Health, dental, and vision insurance

401K and matching

Continuing education opportunities

Employee assistance program

Inclusive, community-focused culture

Job summary

Old National Bank is seeking aSenior Retirement Plan Sales Advisor to expand our ERISA advisory business in a dynamic market. Leverage existing client relationships and your network to identify and close new opportunities, designing plans that attract and retain talent while ensuring compliance and participant outcomes.

You will work with relationship managers and wealth advisors to source opportunities, self-source via networking, and present tailored ERISA-compliant solutions.

Qualifications

• Bachelor's Degree preferred; 5-10 years of 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.

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

Entrepreneurial mindset

Education

Bachelor's Degree; 5–10 years ERISA retirement plan sales experience

Tools

FINRA Series 65/66 licenses

ASPPA designation

Job description

Old National Bank is seeking aSenior Retirement Plan Sales Advisor to expand our ERISA advisory business in a dynamic market. Leverage existing client relationships and your network to identify and close new opportunities, designing plans that attract and retain talent while ensuring compliance and participant outcomes.

You will work with relationship managers and wealth advisors to source opportunities, self-source via networking, and present tailored ERISA-compliant solutions.