Retirement Consultant

Description

• Complex Deal Structuring: Lead the sales cycle for high-value projects, including PRT consulting fees that often result in high commissions.
• Lead Conversion: Manage an overflow of high-quality inbound leads and referrals generated both internally (from our vast national network) and externally, while proactively building new client relationships.
• Technical Selling: Serve as the subject matter expert in DB plan management, Liability-Driven Investing (LDI), and de-risking strategies, including plan terminations, lump-sum windows, and annuity buy-outs/buy-ins.
• Collaboration & Referral: Work closely with internal partners across the firm, generating revenue from referrals into our DB/PRT specialty.
• New Business Generation: Actively identify, prospect, and close new institutional client engagements seeking DB plan consulting or PRT solutions. The goal is to maximize client revenue by generating both recurring consulting fees and high-value PRT project fees.

Requirements

We are seeking a highly specialized Retirement Solutions Consultant to focus exclusively on generating new business and driving client engagements related to Defined Benefit (DB) plans and Pension Risk Transfer (PRT) transactions. This is a high-impact, consultative sales role requiring deep technical expertise in actuarial concepts, regulatory frameworks, and financial de-risking strategies.

This role requires a unique combination of technical depth and high-level sales ability ("selling is huge!"). We are targeting candidates who understand the complex financial ecosystem of DB plans.

• Experience: 7+ years of demonstrated experience focused on Defined Benefit plans, Pension Risk Transfer, or related institutional sales/consulting.
• Technical Expertise: Deep working knowledge of DB plan structure, funding status, actuarial valuation methods, and the mechanics of PRT transactions (e.g., pricing, settlement). Actuarial background is highly valued, but not required if sales track record is strong.
• Sales Acumen: Proven track record as a New Business Hunter, capable of navigating long, complex sales cycles and generating significant new revenue.

Benefits

Compensation & Earning Potential

The compensation structure is designed to reward high-volume, high-value sales, resulting in exceptional earning potential.

Ideal Candidate Profile

• Compensation Components: Compensation is derived from lucrative PRT project commissions and recurring consulting fees
• Base Salary & Structure: Competitive base salary, with the flexibility to negotiate a structure that attracts top industry talent.

Training + Development

Interview process

Visa Sponsorship

Security clearance