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Retirement Solutions Consultant

2 months ago

Oklahoma City, Oklahoma, United States NFP Full time
About NFP:

NFP, an Aon company, is recognized as a top workplace in Business Insurance and has received the prestigious 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We pride ourselves on being a team of consultative advisors and problem solvers dedicated to assisting organizations and individuals worldwide in navigating their most pressing risks, workforce, wealth management, and retirement challenges through tailored solutions and a people-centric approach. To learn more, please visit our website.

Position Overview:

We are looking for a skilled Retirement Solutions Consultant to independently oversee the strategic planning, advisory services, marketing, investment evaluation, and management of a designated portfolio of retirement business. The ideal candidate will possess or have previously held a FINRA Series 6, 63, or 65 license and be open to regional travel.

Key Responsibilities:

The following duties outline the general nature and level of work performed by individuals in this role. This list is not exhaustive and may include additional responsibilities as needed.
  • Develop, maintain, and strengthen client relationships with key stakeholders.
  • Serve as a resource for compliance matters, conduct compliance assessments, and communicate compliance concerns to clients.
  • Proactively arrange and participate in regular client meetings to ensure ongoing satisfaction with services.
  • Provide independent consultation and advice to clients on intricate retirement plan matters.
  • Address, resolve, and follow up on client inquiries; maintain records in Salesforce to track issues and their resolutions.
  • Coordinate data collection and prepare presentations for client meetings.
  • Conduct investment evaluations on retirement plan options.
  • Organize and lead employee education sessions.
  • Manage all internal reporting and tracking components required by the retirement department, including CRM database management, revenue report preparation, and file maintenance.
  • Foster positive interactions and collaboration with internal teams and senior management.
  • Engage in team projects and special assignments as required.
  • Adhere to established NFP internal protocols and procedures.
  • Understand and represent the services offered by NFP, providing expert guidance, developing solutions for current and future projects, and executing strategies to consistently demonstrate value and retain clients.
General Expectations:
  • Provide progress updates as necessary.
  • Manage all internal reporting and tracking components required by the retirement department, including database management and file organization.
  • Participate in internal meetings as required.
  • Exhibit positive interactions and cooperation with internal staff and management.
  • Contribute to team projects and special assignments as needed.
  • Demonstrate a willingness to take on new responsibilities and projects.
  • Share knowledge and expertise with colleagues.
  • Operate in accordance with established NFP internal protocols and procedures.
  • Understand and represent the services provided by NFP, offering expert advice, developing solutions for current and future projects, and executing strategies to consistently illustrate value and retain clients.
What We Offer:

NFP is committed to providing a competitive salary, paid time off, holidays, a 401(k) plan with matching contributions, exclusive discount programs, health and wellness initiatives, and more. Our people-first culture emphasizes building and nurturing long-lasting relationships with our employees because we exist to support others.

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.