Retirement Consultant

1 month ago


Sacramento, United States Hirewell Full time

The Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring client’s existing plans, investment options and other needs.


Responsibilities:

• Effectively builds and manages productive relationships with clients through exceptional customer service

• Responsible for new business development and achieving their sales goal

• Maintains open lines of proactive communication with clients

• Develops leads into new prospects through cold calling, networking and referrals

• Meets or exceeds annual sales goals by advancing prospects through the opportunity pipeline to close new business

• Works in conjunction with service teams on day-to-day client service, participant education meetings and materials, and conducting annual plan reviews

• Consults with clients regarding plan needs, plan changes, amendments, and makes recommendations for plan changes when needed

• Works in conjunction with Plan Administration Specialist to explain testing requirements and makes recommendations to help plans pass compliance tests

• Communicates with clients regarding administrative issues

• Ability to keep clients informed of recent industry trends

• Performs investment advisory services for client base

• Selects and presents plan options and investments to be offered to decision makers and end users

• Assists participants with questions about their accounts


Education/Training:

• Some college required; Bachelor’s Degree in Communications, Business, Economics or Finance preferred

• 1 – 2 years of retirement related experience required

• 2 – 5 years of industry related experience preferred

• Knowledge of various sales techniques, retirement laws, and IRS regulations preferred

• Has Securities, Series 65, Insurance – Life & Health, and variable


  • Retirement Consultant

    1 month ago


    Sacramento, United States Hirewell Full time

    The Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring...

  • Retirement Consultant

    4 weeks ago


    Sacramento, United States Hirewell Full time

    The Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring...


  • Sacramento County, CA, United States Public Employees Retirement System Full time

    Are you passionate about data and technology? - Do you find the complexities and dynamics of investing fascinating? - Are you seeking an opportunity to drive change in a mission oriented organization? - If so, this Investment Technology Manager position could be right for you! - The Investment Technology, Data, and Performance (ITDP) team is responsible for...


  • Sacramento County, CA, United States Public Employees Retirement System Full time

    **Anticipated Interview Dates**:In-person interviews are anticipated to begin the week of May 27, 2024. **Telework Information**:This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week. How did you hear about this position? Tell us in this brief survey. You will find additional...


  • Sacramento, United States California Department of Justice Full time

    The Assessments Consultant will: - Regularly consult with DOJ hiring managers and stakeholders to provide expertise and assistance on selection processes, practices, and tools and must be able to facilitate conversation with others in a professional manner. - Assist the team’s Research Data Analysts and the Staff Services Manager I with post-assessment...

  • Leasing Consultant

    3 weeks ago


    Sacramento, United States Demmon Partners Full time

    Demmon Partners is on the look-out for exceptionally skilled leasing consultant who acts as a brand ambassord and is responsible for interacting with prospective and exisiting residents to assist with viewing/touring the property, providing accurate information about each apartment home and helping exisiting residents with concerns. The Leasing Consultant is...

  • Membership Analyst

    3 weeks ago


    Sacramento, United States California Public Employees' Retirement System (CalPERS) Full time

    The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re...


  • Sacramento, United States Jobs for Humanity Full time

    Company Description Jobs for Humanity is partnering with Guidehouse to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and...


  • Sacramento, United States California Public Employees' Retirement System (CalPERS) Full time

    The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re...


  • Sacramento, United States Semper Solaris Full time

    Job DescriptionJob DescriptionAt Semper Solaris, we take pride in being one of the top providers of solar, battery storage, roofing, heating, and air conditioning services in California. With our unbeatable install times and high-quality products, we are rapidly expanding our presence across California, Texas, Florida, and Arizona.Why Work for Semper:Quality...


  • Sacramento, United States Semper Solaris Full time

    Job DescriptionJob DescriptionAt Semper Solaris, we take pride in being one of the top providers of solar, battery storage, roofing, heating, and air conditioning services in California. With our unbeatable install times and high-quality products, we are rapidly expanding our presence across California, Texas, Florida, and Arizona.Why Work for Semper:Quality...


  • Sacramento, United States C Vs Pharmacy Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...


  • Sacramento, United States Semper Solaris Full time

    Job DescriptionJob DescriptionAt Semper Solaris, we take pride in being one of the top providers of solar, battery storage, roofing, heating, and air conditioning services in California. With our unbeatable install times and high-quality products, we are rapidly expanding our presence across California, Texas, Florida, and Arizona.Why Work for Semper:Quality...


  • Sacramento, United States Semper Solaris Full time

    Job DescriptionJob DescriptionAt Semper Solaris, we take pride in being one of the top providers of solar, battery storage, roofing, heating, and air conditioning services in California. With our unbeatable install times and high-quality products, we are rapidly expanding our presence across California, Texas, Florida, and Arizona.Why Work for Semper:Quality...


  • Sacramento, California, United States Marsh McLennan Agency Full time

    Actuarial Consultant – Minneapolis, MN (MMA Upper Midwest)Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what...


  • Sacramento, California, United States Marsh McLennan Agency Full time

    Actuarial Consultant – Minneapolis, MN (MMA Upper Midwest)Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what...


  • Sacramento, California, United States Department of Education Full time

    Job Description and Duties Please note this is an 'Until Filled' position. The application cut-off date is March 29th, 2024, 11:59 PM (PST). Interested individuals must submit their application packages by the cut-off date to be considered. Under the direction of the Education Research and Evaluation Administrator I (EREA I) of the Data Access and...

  • Urology Consultant

    2 weeks ago


    Sacramento, California, United States Dignity Health Full time

    Partnership Track Urology Opportunity in Sacramento, CA Mercy Medical Group (MMG), a multi-specialty group in the Sacramento region, is looking to add a surgeon to our busy Urology department. MMG doctors provide services to patients at Dignity Health Medical Foundations Mercy Medical Group locations throughout Sacramento. MMG is seeking a BE/BC...


  • Sacramento, United States California Public Employees' Retirement System (CalPERS) Full time

    California Public Employees’ Retirement System (CalPERS) is a global institutional investor and the nation’s largest public pension fund, with assets of approximately $483.98 billion as of January 30, 2024. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS,...


  • Sacramento, California, United States Department of Health Care Services Full time

    Job Description and Duties The Medical Consultant II (MC II) in the Clinical Research & Medical Policy Branch of the Benefits Division (BD), Department of Health Care Services' (DHCS), gives professional advice and guidance on the medical aspects of one of DHCS' programs and collaborates with a group of medical consultants and technical staff. The MC II...