Senior Retirement Plan Relationship Manager

R&R Insurance Services Inc.; Waukesha (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and paid time off

Company-paid licensing and continuing-

Medical, dental, vision, life, and DIS

401(k) with company match and annual

On-site fitness center and café with坐/

Smart casual dress code

Community fundraising and volunteering

Discounts on insurance for auto/home

Job summary

R&R Wealth Management, affiliated with R&R Insurance Services, seeks an experienced Retirement Plan Relationship Manager to support business owners, plan sponsors, and participants in evaluating and educating about employer-sponsored retirement plans.

You will lead enrollment meetings, analyze plans, and provide clear explanations of plan provisions, investment options, and regulatory requirements. This role emphasizes relationship building, client service, and ongoing education.

Qualifications

• 3+ years in financial services focused on qualified retirement plans.
• Current FINRA Series 7 and Series 66 registrations.
• Strong understanding of retirement plan laws and requirements.
• Ability to build trust with business owners, plan sponsors, and participants.
• Excellent presentation, sales, and client service skills.
• Clear written and verbal communication and collaboration.

Responsibilities

• Build lasting client relationships with owners and plan sponsors.
• Evaluate plans and recommend improvements.
• Lead enrollment meetings and group presentations.
• Explain plan provisions and prepare retirement calculations and analyses.
• Prepare enrollment materials and participant communications.
• Help ensure retirement plan operations comply with regulations.
• Stay informed about market trends and industry developments.

Skills

Client relationships

Presentation skills

Sales skills

Communication skills

Analytical thinking

Ethical conduct

Education

FINRA Series 7

FINRA Series 66

Job description

R&R Wealth Management, affiliated with R&R Insurance Services, seeks an experienced Retirement Plan Relationship Manager to support business owners, plan sponsors, and participants in evaluating and educating about employer-sponsored retirement plans.

You will lead enrollment meetings, analyze plans, and provide clear explanations of plan provisions, investment options, and regulatory requirements. This role emphasizes relationship building, client service, and ongoing education.