Senior Retirement Plan Advisor - Client Success & Strategy

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 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.