Retirement Plan Consultant/Relationship Manager

Associated Pension Consultants

Sacramento, CA

Full Time

Mid Level

100k-100k

4 days ago

Job Description

About the Role

The Retirement Plan Consultant/Relationship Manager role at Associated Pension Consultants involves providing exceptional service to clients both locally and nationwide. The position offers a unique, consultant-centric program with significant opportunity and flexibility, including hybrid-remote work arrangements after a probationary period. Associated Pension Consultants has been delivering quality third-party administration and consulting for small to mid-size employers nationwide for 50 years.

Key Responsibilities

Provide exceptional service to clients locally and nationwide.
Engage in client relationship management and consulting activities.
Support clients with pension and retirement plan services.
Participate in the company's consultant-centric program, leveraging its flexibility and opportunities.

Requirements

3+ years in the pension services industry.
ASPPA and/or NIPA certification preferred.
Excellent written, verbal, and presentation abilities.
Strong organizational, analytical, and problem-solving skills.
Self-motivated, disciplined individual with a strong work ethic.

Nice to Have

Experience with ASPPA and/or NIPA certifications.

Qualifications

3+ years of experience in the pension services industry.
Preferred certifications include ASPPA and/or NIPA.

Benefits & Perks

Salary with opportunity for sales-based commissions.
401(k) plan.
Medical, Dental, and Vision insurance.
Educational support for gaining NIPA and ASPPA certifications and ongoing continuing education.
Discounted supplemental and pre-paid legal services.

Working at Associated Pension Consultants

Associated Pension Consultants values a motivated and dynamic team environment, offering flexibility and opportunities for professional growth through a consultant-centric approach and ongoing education support.

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