401k Retirement Plan Sales Consultant

Prospect and market retirement plan services to businesses in JKS's target market (using referral networks, COIs, existing client relationships, and outbound business development). As we scale toward our 2030 growth goals, we're building out a dedicated retirement plan practice to deepen relationships with existing plan sponsors and expand our footprint in the business/qualified plan market.

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

Location: Pittsburgh, PA (JKS Financial)
Employment Type: Full-time, Exempt
Compensation: $80,000–$150,000 base salary (commensurate with experience), plus incentive compensation for new plan sales and participant outcomes


 
About JKS Financial
JKS Financial is a wealth management firm serving individual, business, and institutional clients. As we scale toward our 2030 growth goals, we're building out a dedicated retirement plan practice to deepen relationships with existing plan sponsors and expand our footprint in the business/qualified plan market.


Position Summary
This role owns the full lifecycle of our retirement plan business: servicing and retaining our existing book of 401(k)/qualified plans, prospecting and closing new plan business in the business market, and delivering participant-level education and advice. This is a hybrid relationship-management and sales role requiring deep technical fluency in retirement plan design, fiduciary responsibilities, and investment menu construction.


KEY RESPONSIBILITIES
Plan Management & Retention

• Serve as primary relationship contact for existing 401(k)/retirement plan clients, including plan sponsors and plan committees
• Conduct plan reviews, fee benchmarking, and investment menu due diligence on a recurring cycle
• Support plan sponsors with fiduciary governance, IPS maintenance, and compliance timelines (Form 5500, ADV, audits)
• Coordinate with recordkeepers, TPAs, and ERISA counsel as needed

New Business Development

• Prospect and market retirement plan services to businesses in JKS's target market (using referral networks, COIs, existing client relationships, and outbound business development)
• Lead finalist meetings and plan sponsor presentations; manage the RFP/proposal process
• Build and maintain a pipeline of qualified opportunities with regular reporting to firm leadership

Participant Engagement

• Conduct enrollment meetings, one-on-one participant consultations, and group education sessions
• Provide participant-level guidance on contribution rates, investment allocation, and retirement readiness
• Identify rollover, wealth management, and cross-servicing opportunities within the participant base where appropriate

Required Qualifications

• 7+ years of relevant financial services experience, including 3–5 years specifically in the retirement plan/qualified plan space
• Active licenses: FINRA Series 7 and Series 63 or 66 (must maintain in good standing)
• Working knowledge of ERISA, fiduciary standards (3(21)/3(38)), and DOL/IRS plan compliance requirements
• Demonstrated new business development or sales track record
• Strong presentation skills for both C-suite/plan sponsor and individual participant audiences
• CRM discipline and ability to manage a multi-stage sales pipeline

Preferred Qualifications

• Accredited Investment Fiduciary (AIF), Qualified Plan Financial Consultant (QPFC), or similar designation
• Existing book of business or COI network in the retirement plan space
• Experience with plan recordkeeping platforms

Compensation & Benefits

• Base salary: $80,000–$150,000, based on experience and book of business brought to the role
• Incentive/bonus structure tied to new plan sales and retention (to be detailed in offer)
• Standard JKS Financial benefits package