Remote Sr. Retirement Plan Consultant

Summary

The job is for a Senior Retirement Consultant at ForUsAll, a fast-growing tech company redefining the traditional 401(k) Advisor Role. The role involves managing client relationships and consulting on 401(k) plan design. Qualifications required are a Bachelor's degree, 401(k)-specific experience, Series 65 license (not required upon hire but willing to get), clear communication skills, passion for client service, desire to learn, reliability, and ability to work in a high-intensity environment. The job offers benefits such as medical, dental, vision coverage, HSA and FSA offerings, 401k, generous vacation package, and equity/options grant.

Requirements

• Bachelor's degree
• 401(k)-specific experience
• Series 65 license (not required upon hire but willing to get)
• Clear and concise verbal communication ability
• Passionate about delivering an exceptional client experience
• Deep desire to learn and grow as a professional
• Ability to stay calm, consistent, and reliable in a high intensity environment

Responsibilities

• Manage ongoing relationships with clients and serve as the primary point of contact
• Consult with employers on 401(k) plan design
• Identify and lead automation/scale initiatives
• Collaborate with other teams to improve client experience

Benefits

• Medical, Dental, and Vision coverage (up to 100% employee coverage depending on the plan selected)
• HSA and FSA offerings
• 401k
• Generous vacation package with 11 paid holidays
• Equity/options grant included in compensation package