Strategic Retirement Plan Consultant

Integrity Marketing Group•Des Moines, IA

17d•Remote

About The Position

Strategic Retirement Plan Consultant Retirement Plan Consultants - RPC Des Moines, IA - Remote About Retirement Plan Consultants Retirement Plan Consultants is a leading retirement plan provider dedicated to helping financial advisors and plan sponsors deliver strong outcomes for their clients. We focus on exceptional service, and planning for the good days ahead. Job Summary We are seeking an experienced and highly motivated Strategic Retirement Plan Consultant to support financial advisors in delivering high-quality retirement plan benchmarking, provider evaluations, and consultative sales support. This role is ideal for a retirement plan professional who thrives on building relationships, improving processes, and delivering exceptional reporting and service.

Requirements

Minimum 2 years of experience in the retirement plan industry (recordkeeping, advisory, TPA, wholesaling, or related).
Strong understanding of retirement plan fees, investments, benchmarking, and provider differences .
Experience working directly with financial advisors in relationship management, sales support, or consulting capacity.
Ability to evaluate multiple vendors/providers and articulate key differences.
Proven ability to take initiative, build new processes, and create scalable systems.
Exceptional communication skills, both written and verbal.
Strong analytical skills with the ability to interpret data and create polished reports.

Nice To Haves

Experience with RPAG (Retirement Plan Advisory Group) tools and benchmarking systems is a significant plus .
Experience in internal sales or sales support is a strong benefit.

Responsibilities

Partner with financial advisors to create benchmarking analyses and comparative retirement plan reports.
Evaluate multiple retirement plan providers and platforms, highlighting strengths, gaps, and recommendations.
Provide sales support and consultative insights to help advisors win and retain retirement plan business.
Develop and refine internal processes, tools, and workflows to improve efficiency and service quality.
Create customized reporting packages, including fee comparisons, investment reviews, and service evaluations.
Deliver high-quality customer service to advisors, plan sponsors, and internal partners.
Collaborate with internal sales, product teams, and operations to ensure seamless delivery of services.
Maintain a strong working knowledge of industry regulations, retirement plan design, and market trends.