Senior Retirement Plan Advisor

NFP, an Aon company; Atlanta (GA); Hybrid; USD 75,000 - 132,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

and more

Job summary

NFP, an Aon company, is seeking a Senior Retirement Plan Advisor to independently manage and nurture established client relationships, primarily focusing on service delivery after the sales process or transitions from another consultant.

This salaried role includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held. Considering candidates in both Atlanta, GA and Charlotte, NC.

Qualifications

• Minimum of 5 years’ experience in the retirement plan industry (10+ years preferred).
• Proficient knowledge of retirement plan design and compliance requirements.
• Familiarity with core investment concepts, reporting, asset allocation, and market understanding.
• Exceptional presentation and communication skills.
• Strong commitment to client service, responsiveness, and teamwork.
• Proficiency with Microsoft Office Suite, CRM systems, and meetings via MS Teams/Zoom.

Responsibilities

• Ongoing relationship management with assigned clients.
• Leading quarterly investment reviews with plan sponsor clients.
• Addressing client inquiries related to compliance and plan design while delivering proactive support.
• Serving as the primary contact between clients and their service providers (recordkeepers, TPAs, auditors).
• Collaborating with recordkeepers to create effective participant communication strategies; typical caseload 30–50 client relationships.

Skills

Relationship management

Presentation skills

Client service

Team collaboration

MS Teams/Zoom proficiency

Tools

MS Teams

Zoom

Job description

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

We are seeking a qualified professional for the position of Senior Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held. Considering candidates in both Atlanta, GA and Charlotte, NC.

Key Responsibilities:

• Ongoing relationship management with assigned clients
• Leading quarterly investment reviews with plan sponsor clients
• Addressing client inquiries related to compliance and plan design while delivering proactive support
• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
• Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 30–50 client relationships.

Required Experience/Characteristics:

• Minimum of 5 years’ experience in the retirement plan industry (10+ years preferred)
• Proficient knowledge of retirement plan design and compliance requirements
• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
• Exceptional presentation and communication skills
• Strong commitment to client service, responsiveness, and team collaboration
• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom

Required Licenses:

• Life & Health insurance licenses are recommended but not mandatory

What We Offer:

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• and more

The base salary range for this position is $75,000 – $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.