Branch and Sales Manager

2 days ago


Norfolk, Nebraska, United States Retirement Plan Consultants LLC Full time
Sell New Retirement Plans

Utilize RPC's Recordkeeping and Third Party Administration services to effectively sell new retirement plans. Upsell Fiduciary Services by promoting Wealth Management Nebraska's 3(38) Fiduciary Investment Management services to existing clients.

Manage Relationships

Identify and build connections with new Financial Advisors, focusing on developing and recruiting new RIA firm channels. Maintain CRM Software by ensuring all activities are documented accurately.

Design Plan Illustrations

Develop new plan design illustrations to showcase potential benefits. Versatile Plan Management: Ability to work with various plan types, including 401(k), 403(b), and others.

Exceptional Relationship Building

Exhibit exceptional skills in building and maintaining customer relationships. Creative Problem Solving: Develop trusted relationships and find creative solutions to challenges.

Retirement Plan Knowledge

Have in-depth knowledge of employer-sponsored retirement plans. At Retirement Plan Consultants LLC, we're driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. We're committed to meeting Americans wherever they are — in person, over the phone or online. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.



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