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Retirement Plan Sales & Investment Analyst, (JPC)
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Job Description
- Req#: 4995031008
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $75,000 annually
- Unlimited paid time off (PTO) with flexible options
- Comprehensive benefits including health, dental, vision, life, and disability coverage
- Opportunities for ongoing learning and career development
- Fully remote position with flexibility to work from anywhere in the U.S.
- Inclusive work environment that values diversity and collaboration
What to Expect (Job Responsibilities):
- Prepare customized proposals, fee calculations, and supporting analysis for prospective clients
- Participate in sales calls, capturing detailed notes and follow-ups
- Run and prepare Quarterly Investment Monitoring Reports and analyze fund performance
- Support the onboarding of new 401(k) plans, coordinating with internal teams
- Maintain organized internal documentation and ensure accurate data entry across systems
What is Required (Qualifications):
- Experience in 401(k) plan administration, retirement services, or financial services preferred
- Strong analytical abilities, including comfort interpreting financial data and investment information
- Excellent written and verbal communication skills
- High proficiency in Microsoft Excel and Word
- Strong initiative, integrity, and attention to detail, with the ability to manage multiple priorities
How to Stand Out (Preferred Qualifications):
- Experience with Relius or similar industry software
- ASPPA or NIPA credentials (or interest in pursuing them)
#FinancialServices #RetirementPlanning #RemoteWork #CareerGrowth #DiversityAndInclusion
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