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Senior Advisor of Plan Solutions

401GO · Sandy, UT · 2 mo ago
RemoteRemoteConsultingFull-time

About the role

The Senior Advisor of Plan Solutions is responsible for driving sales, asset growth, within the Financial Advisor channel. This role oversees daily sales activity, pipeline management, territory alignment, and strategic coordination with external plan sponsors around retirement plan set up, plan types, and escalations.

Responsibilities

  • Set activity expectations, sales targets, and performance goals; monitor results and provide regular feedback.
  • Build a culture of accountability, collaboration, and continuous improvement.
  • 5% traveling when needed from the National Account Manager (NAM), Regional Relationship Manager and during National/Regional Advisor and Retirement conferences.
  • Cook up training for new product launches, regulatory changes, and retirement industry trends.
  • Be able to demo the platform and highlight the additional tools and capabilities.
  • Team-based environment in making sure for optimal collaboration, KPIs and hitting monthly and quarterly numbers.
  • Be able to use, leverage CRM tools to create reports, analysis and show trends to the CRO.
  • Work closely with the Relationship Management team, the National Account Manager and Channel Manager to drive proper expectations.
  • Track and report key performance indicators including call activities, pipeline metrics, asset flows, conversion rates, and partner engagements.

Requirements

Prior start-up experience
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
Strong leadership presence with the ability to inspire and develop talent
High energy, proactive mindset, and results orientation
Excellent communication, coaching, and motivational skills
Attend conferences and partner events when needed
Must have deep knowledge of the retirement space and the HCM and FA channel.
5-10 years of retirement and advisory experience

Qualifications

Deep knowledge of the retirement space and the HCM and FA channel.
Prior start-up experience
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
Strong leadership presence with the ability to inspire and develop talent
High energy, proactive mindset, and results orientation
Excellent communication, coaching, and motivational skills
Attend conferences and partner events when needed
5-10 years of retirement and advisory experience

Skills

Strong leadership presence with the ability to inspire and develop talent
High energy, proactive mindset, and results orientation
Excellent communication, coaching, and motivational skills

Benefits

A standout 401(k) plan (naturally!)

Generous stock options—share in our growth and success

Flexible work environment—choose where you’re most productive

Excellent benefits, including medical, dental, and vision

Flexible hours—because great work doesn’t always happen 9–5

Plenty of PTO—we value work-life balance

Fully stocked kitchen when you’re in the office

Pay

N/A

Schedule

N/A

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