Retirement Plan Consultant

Latitude Retirement, established in 1989, is a third-party retirement plan administration firm headquartered in Plymouth, Indiana with additional regional locations across the United States, including cities such as Cincinnati, Indianapolis, Los Angeles and Phoenix. The company partners with financial advisors nationwide to deliver high-quality retirement plan experiences for employers and their employees. Serving a diverse client base ranging from one person plans to large corporations, Latitude Retirement specializes in administering various plans, including 401(k), Cash Balance and Defined Benefit Plans. With a team of actuaries, attorneys, consultants and administrators, the organization is dedicated to plan design, compliance, communication, contribution processing and participant assistance. All team members provide a reliable and trustworthy experience for our clients. Consider making Latitude your best career decision ever. We offer excellent healthcare benefits, company paid benefits, generous time off and a flexible work environment. We also offer paid industry related continuing education and certification opportunities. Sales Consultants participate in a competitive commission program.

SALARY RANGE: $60,000-$70,000/per year plus commission

ROLE DESCRIPTION: This is a full-time role for a Retirement Plan Sales Consultant in Columbus, Ohio. Sales Consultants are responsible for developing and maintaining relationships with prospective and current clients, delivering tailored consulting support, and ensuring customer satisfaction. Daily tasks include identifying client needs, recommending suitable retirement plan solutions, providing excellent customer service and collaborating with internal teams to deliver high-quality retirement planning services. The role also involves engaging with financial advisors, understanding industry trends and meeting sales targets.

QUALIFICATIONS: If you are the right person for this opportunity, you will have-

• A strong expertise in Sales Consulting and Consulting to identify client needs and drive results
• Exceptional customer satisfaction and customer service skills to build and maintain relationships
• Excellent communication skills, including verbal and written, to interact effectively with clients and internal stakeholders
• A proven ability to work collaboratively and meet sales targets
• Proficiency with CRM tools and Microsoft Office Suite
• Confidence in public speaking and delivering presentations to small and large groups

EDUCATION & EXPERIENCE:

• Bachelor’s Degree in Business, Finance, or a related field is preferred
• QKA and QKC designations preferred
• Familiarity with retirement plan administration and financial services is an advantage

BENEFITS:

• 401(k)
• Health, Dental and Vision insurance
• Health savings account with employer contributions
• Flexible spending account
• Life, ADD and Long Term Disability coverage
• Flexible schedule
• Paid time off

Pay: $60,000.00 - $70,000.00 per year

Application Question(s):

• Please include a cover letter in which you discuss why you are a great fit for this position.

Ability to Commute:

• Columbus, OH 43065 (Preferred)

Willingness to travel:

• 75% (Preferred)

Work Location: Hybrid remote in Columbus, OH 43065