Senior Retirement Plan Advisor — Client Relationships

AON PLC; Plymouth (NC); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Health & wellness programs

401(k) with match

PTO & paid holidays

Job summary

AON PLC is seeking a Retirement Plan Advisor to manage and nurture established client relationships with a focus on service delivery. This role involves quarterly investment reviews and addressing compliance inquiries.

The ideal candidate will have at least 5 years of experience in the retirement plan industry and exceptional communication skills. AON PLC offers a competitive salary ranging from $70,000 to $115,000, plus benefits that include 401(k) matching and wellness programs.

Qualifications

• Minimum of 5 years’ experience in the retirement plan industry.
• Proficiency with retirement plan design and compliance requirements.
• Exceptional presentation and communication skills.

Responsibilities

• Manage ongoing relationships with assigned clients.
• Lead quarterly investment reviews with clients.
• Address inquiries related to compliance and plan design.

Skills

Retirement plan industry experience

Client service

Presentation skills

Communication skills

Proficiency with Microsoft Office

CRM systems

Team collaboration

Job description

AON PLC is seeking a Retirement Plan Advisor to manage and nurture established client relationships with a focus on service delivery. This role involves quarterly investment reviews and addressing compliance inquiries.

The ideal candidate will have at least 5 years of experience in the retirement plan industry and exceptional communication skills. AON PLC offers a competitive salary ranging from $70,000 to $115,000, plus benefits that include 401(k) matching and wellness programs.