New Business Consultant
  • Job Posting Expires: 6/20/2023
13M ago
$50,000 to $60,000
Full Time
Financial Services
2-4 Years
Primary Duties

Senior New Business Consultant

This position will be the primary contact for new plans to our Retirement Plan Services platform and will work closely with all internal departments to ensure a smooth transition.

Primary Duties: 

·         Oversee the onboarding of new plan sales (35-45 plans, depending on size and complexity)

·         Complete the setup of new startups and transfer plans from start to finish

·         Communicate with advisors and plan sponsors as the single point of contact

·         Schedule the plan transfer

·         Train the new plan sponsor how to submit payroll contributions

·         Assist with plan design and general setup questions

·         Oversee the plan setup in PensionPro, plan documents and enrollments

·         Enhance customer satisfaction by providing distinctive service in all interactions

·         Receive direction from multiple stakeholders/departments

·         Continually look for opportunities and make recommendations to improve product, delivery and overall implementation experience

Hours Worked:

·         Primary hours will be normal business hours (8-5) working 40 hours per week

·         During busy seasons (end of year/beginning of year), overtime may be necessary and time off will be limited

Our Company

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.


We believe in the growth of our employees and provide opportunity for advancement by providing training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

Required Knowledge, Skills, and Abilities


  • Education—Bachelor’s degree preferred, required QKA or TGPC designations
  • Experience—2-5 years of combined plan onboarding and/or TPA experience
  • Computer Operations—advanced knowledge of Microsoft Office products and Windows.   Preferred prior experience with Pension Pro and/or Relius software
  • Demonstrated organizational abilities and attention to detail are vital.
  • Must be able to meet deadlines and keep track of multiple assignments/projects
  • Self-motivated
  • Ability to work with many different plan types
  • Must be thorough with an ability to follow procedures
  • Exceptional customer relationship building skills
  • Excellent written and oral communication skills
  • Strong analytical capabilities for advanced problem-solving
  • Ability to display good judgment
  • Ability to work cross-functionally in a fast-paced environment
  • Ability to develop trusted relationships and find creative solutions


What’s in it for you? 

  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Please apply at our Bamboo HR link: