401k Retirement Plan Consultant Monarch Plan Advisors – Simi Valley, CA 93065
Monarch Plan Advisors is an independent financial services firm focused specifically on retirement plan consulting to businesses and their employees. We are a young and growing firm who is looking for a motivated team member to grow with our firm.
The team member we’re looking for could come from a wide variety of professional backgrounds, including Third Party Administrator (TPA), Recordkeeping, Mutual Fund Wholesaler, Financial Advisor, Participant Educator, etc in order to make our team more well rounded.
The role would include being the “face” of the relationship for 35 qualified plan clients and help the lead consult handle the service responsibilities in an internal capacity.
Your basic responsibilities will include:
Building relationships with plan sponsor clients
Helping plan sponsor clients understand their plan documents and help with internal controls
Handling provider transitions
Onsite participant enrollment & education meetings
Prospecting and networking via face-to-face meetings with potential clients
Analyzing and compiling presentations
Building request for proposals (RFP)s
Attending training sessions and meetings
Pursuing personal and professional development via individual study and continuing-education courses.
As a Plan Consultant with Monarch Plan Advisors, you must have a strong communication, organization, and teamwork skills.
Specific requirements for the Financial Professional position include:
Excellent communication skills, verbal and written
Authorization to work in the United States
5 years of experience in retirement plan industry
Industry designations required
As an Monarch Plan Advisors, you can look forward to a paid training, career-advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible consultants includes:
Base pay + bonus
Paid health dental insurance