New Business Consultant

Job Summary

As a full-time New Business Consultant working remotely, the successful candidate will manage client onboarding for retirement plans, coordinate with sales teams and partners, and ensure compliance with regulatory requirements while delivering exceptional customer service.

Key responsibilities

• Coordinate onboarding processes for new 401(k), profit sharing, and ESOP clients, ensuring smooth transitions and compliance
• Prepare and review plan documents while collaborating with internal teams on regulatory updates and compliance standards
• Support sales efforts by maintaining strong relationships with clients and referral sources, enhancing service delivery

Required qualifications

• 3-5+ years of experience in retirement plan administration (TPA experience required)
• Strong knowledge of 401(k) plan design and compliance requirements
• Experience reviewing complex and customized plan documents
• Knowledge of onboarding processes and strong organizational skills
• Must maintain a professional workspace and reliable high-speed internet connection