Plan Consultant - HCM

About the role

401GO is seeking a results-driven Plan Consultant (PC) to join our high-performance sales team. The role involves conducting sales consultations, leveraging retirement plan expertise, managing a sales pipeline, and collaborating with various teams.

Responsibilities

• Schedule and lead virtual sales meetings to understand the prospect’s goals and expectations, thereby presenting solutions and driving plan adoption.
• Leverage in-depth knowledge of Qualified Retirement Plans - including 401(k), 403(b), and Cash Balance - to provide strategic consultation and guidance.
• Maintain accurate and up-to-date records in HubSpot CRM, including activity tracking, deal progression, and reporting.
• Work closely with Regional Vice Presidents, Sales Operations, and Customer Support teams to ensure a seamless handoff from prospect to onboarding.
• Navigate a streamlined sales cycle, manage multiple leads simultaneously, and prioritize tasks in a high-velocity environment.
• Participate in team strategy sessions and contribute to ongoing sales process enhancements and best practices.

Requirements

• 2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance, etc.).
• Proven track record of closing deals in a fast-paced B2B sales environment.
• Strong understanding of retirement plan design, compliance considerations, and fiduciary requirements.
• Must be quick to learn and confidently demonstrate 401GO’s SaaS technology during prospect meetings and product walkthroughs.
• Proficiency with CRM tools and sequences, and demonstrate ability to continuously update and manage a full sales pipeline effectively.
• Excellent verbal and written communication skills, with a talent for simplifying complex concepts.
• Team-oriented mindset with the ability to collaborate across multiple departments.

Preferred Qualifications

• Experience working with Financial Advisors, Payroll providers, and small to mid-size business owners and C-Suites.
• Familiarity with digital-first or SaaS-based technology platforms.
• Designing and implementing retirement plans that meet the unique requirements of the client.

What You Bring

• Experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance, etc.).
• Proven track record of closing deals in a fast-paced B2B sales environment.
• Strong understanding of retirement plan design, compliance considerations, and fiduciary requirements.
• Quick to learn and confidently demonstrate 401GO’s SaaS technology during prospect meetings and product walkthroughs.
• Proficiency with CRM tools and sequences, and demonstrate ability to continuously update and manage a full sales pipeline effectively.
• Excellent verbal and written communication skills, with a talent for simplifying complex concepts.
• Team-oriented mindset with the ability to collaborate across multiple departments.

Job Type

Full-time

Pay

Salary + Monthly Commissions

Location

United States (Remote)

Travel

Requires domestic travel up to 25% of the time