351 retirement plan consultant jobs found

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient plan. Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants. We provide everything you need to carve out a career filled with success and purpose including: Company car with gas card and permitted personal use Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8% Work from home from your territory Opportunities for professional development and growth Outstanding training and support The ideal candidate will be located in Northern California. The territory for this position includes: California, Nevada, Oregon, Washington, Idaho, Montana, and Alaska   What You’ll Do Lead group...

The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage client reporting, participate in client meetings, prepare meeting minutes, run client projects, and coordinate with service providers. A successful RPC is organized, responsive, proactive, and dedicated to excellence. Duties and Responsibilities Contributing to various team meetings Participating in day-to-day communication with clients proactively Assisting clients with questions and...

Job Description Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a Associate Account Manager within our Inside Sales Team organization. In this role, you will work towards a quota within a defined territory, calling named clients, the Inside Account Manager is responsible for achieving sales goals by working with existing customers currently leveraging our legacy platforms. Driving conversations through proactive account engagement efforts as well as responding to inbound customer requests. Determine platform compatibility by matching agency profiles and business needs to capabilities of one of our modern, digital platforms. The Inside Account Manager will be compensated in part by base and variable pay as defined in the Compensation Plan distributed annually.   What You’ll Do Sell, primarily via telephone, agencies within the assigned territory to meet/exceed monthly, quarterly, and annual sales goals by...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: G4 Location: This position can be filled as Hybrid 3 days a week in Columbus OH.   Series SIE and 6 are required for this role and must be obtained within 120 days from hire date. Series 65 registration may be required in the future. The ideal candidate will have knowledge Retirement Plans and/or Managed Accounts. Job Description Summary Our work is essential to helping Nationwide build future...

At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture where you can make a real difference, every day.   Ready to reach your highest potential? Let’s work together. What You’ll Do You will be supporting our business growth, profitability, and retention of clients in your region by developing and maintaining an effective account management strategy for assigned accounts within our Employee Benefits Sales and Service office.  Assigned groups will include cases with 500-4999 lives.  These cases can have complicated plan designs, sensitive or problematic administrative issues, multiple divisions and locations or groups assigned to key producers. This will take you having the ability to...

At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture where you can make a real difference, every day.   Ready to reach your highest potential? Let’s work together. Job Summary The TBM Strategy and Planning Manager is a dedicated internal consultant who supports strategy formulation and financial planning for one of The Standard’s most critical organizations, the IT Division. As a partner to VP’s and Sr Directors, the role supports decisions on multi-year initiatives that will have a significant impact on our future, including M&A. Build strong relationships with IT leaders to promote open dialogue regarding IT strategy and ensure management has the analytics and operational...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.   Job Description: Location: Must...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.   Job Description: Location :...

Description Summary: The Huntington Loan Center (HLC) Project Lending Consultant I is responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained. Duties and Responsibilities: Supports Regional Banking production by managing the customer draw requests post loan booking within a timely manner. Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds Adheres to policy and procedures regarding Customer callback and authentication Requests would typically include draw requests with less complexity, would exclude real estate or significant leasehold projects. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic...

The Mission of The MEMIC Group is to make workers' comp work better with compassion, trusted partnerships, and relentless commitment to workforce safety. The secret to the success and longevity of great organizations is their shared vision and strong values. At MEMIC our values are to be conscientious, to be an expert, to be a partner, to be curious and to be transparent. We are seeking a dynamic and experienced Sr. Solutions Architect to define and implement solution alternatives that effectively align with our business strategies and objectives. This role calls for the creation and maintenance of strategic enterprise business and application roadmaps across multiple Product Teams and projects. The ideal candidate will possess a profound understanding of business goals, objectives, outcomes, capabilities, value streams, and processes, and will be responsible for developing comprehensive deliverables to manage our portfolio of "to be" and "as is" solutions, including...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: G2 Location: This position can be filled as Hybrid, 3 days a week in Columbus, OH.   This role is specific to Preferred Partners and will be mainly focused on strategic planning for engagements, events, and focuses around our Preferred Partners. We are seeking a highly skilled and motivated individual to join our team, bringing expertise in   Event Planning, Project Management, Process Management,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope,...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     This position will direct the sales activities for our Company manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal Company objective. This position leads the sales activities and efforts of F2F distribution through...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Consumer Insurance Program Consultant is responsible for day to day program support and participation in cross functional project and initiatives.    These activities include leading small operational readiness projects, managing asset escalations, assisting with RFPs, providing program support for b2b sales and retention efforts, and identifying and...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is accountable for creating effective, customer-centric B2C experience strategy for the Lending Business Segment in an increasingly digital journey by leveraging scaled partner integrations, marketing and content tactics. The individual will create and implement strategics working collaboratively with lending product, marketing, creative...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Location : We support US flexible working arrangements in the contiguous 48 states.    At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.   Job Description: Location: We...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope,...