Job summary
Job post source
This job is directly from Weaver Partners
Job overview
The Senior Retirement Plan Consultant at Weaver Partners focuses on enhancing the 401(k) client experience through innovative and tech-forward approaches, playing a key role in client acquisition and service.
Responsibilities and impact
The consultant manages sales pipelines, collaborates with financial advisors and recordkeepers to secure new clients, oversees client onboarding by coordinating documentation and deadlines, and acts as the main contact for 401(k) clients providing plan document review and communication.
Experience and skills
Candidates should have sales experience in retirement or other industries, knowledge of plan design, be technology savvy, and have a strong customer service orientation.
Company overview
Weaver Partners is a financial advisory firm based in Hinsdale, Illinois. The company specializes in providing financial planning advice and managing client portfolios. Their services include conducting client portfolio reviews and offering tailored investment strategies. Weaver Partners generates revenue by offering personalized financial advisory services to individuals and institutions. The firm has a strong understanding of the investment business and emphasizes developing client relationships. Additionally, Weaver Partners received a PPP loan ranging from $150K to $350K, indicating their participation in federal support programs during economic challenges.
How to land this job
Position your resume to highlight your sales experience, especially related to retirement plans or client-facing roles, emphasizing your ability to manage pipelines and close deals.
Emphasize your expertise in 401(k) plan design, onboarding processes, and your skill in communicating complex plan documents and disclosures clearly to clients and advisors.
Showcase your technological proficiency, mentioning any experience with financial software, CRM tools, or other tech platforms that improve client service and operational efficiency.
Demonstrate a strong customer service orientation, focusing on your ability to be the primary client contact and to provide exceptional support and communication.
Apply through multiple channels including Weaver Partners' corporate website and LinkedIn to maximize your application visibility and chances of consideration.
Connect with current employees in the retirement plan consulting division at Weaver Partners on LinkedIn; use ice breakers like commenting on recent company initiatives or expressing genuine interest in their approach to improving client 401(k) experiences.
Optimize your resume for ATS by incorporating keywords such as '401(k) plan design,' 'sales pipeline management,' 'client onboarding,' 'recordkeeper coordination,' and 'customer service excellence.'
Leverage Jennie Johnson's Power Apply feature to automate applying through multiple platforms, tailor your resume to the job description, and identify LinkedIn contacts for networking, saving you time and increasing your chances of landing the role.
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