Retirement Plan Consultant

Tulsa, OK, United States

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

Competitive pay

Generous time off Employees receive three weeks of paid vacation plus 11 paid holidays each year.

Paid time off to volunteer in the community.

Paid employee and family sick leave – two weeks upon hire with monthly accruals.

Paid parental leave.

401(k) plan with 6% employer match and 100% immediately vested. 3% non-elective company contribution; non-elective contribution vested after 3 years of service.

Career growth and development resources

Tuition reimbursement for full-time and part-time employees enrolled in any degree program.

Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: Responsible for new business development for retirement plan services. This includes prospecting activities, referral relationship development, sales strategy development/planning and Retirement team coordination in order to sell new clients. The Retirement Consultant must excel in all areas of the Retirement Business and show a history of selling success (5 + years). Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions:

• All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Design and implementation of the target market – potential client tracking & reporting process.

• Proactive sales contact with potential new clients as identified through target market strategy.

• Guides sales strategies for each client toward a decision.

• Oversees execution of team’s sales strategy for each new client.

• Ensures that commitments made to clients are approved and able to be fulfilled.

• Management and direct responsibility for the Plan Professional & IRIS data bases.

• Develop targeted marketing campaigns and assist in planning INTRUST events.

• Direct responsibility for sales contact follow-up with prospects attending events.

• Collaboration with INTRUST’s commercial banking teams.

• Develop and maintain long term strategic relationships with industry leaders, third party recordkeeping platform providers and third-party administrators.

Education and Experience: Bachelor’s degree and/or 5+ years Retirement sales (or similar) experience.

Required Skills and Knowledge: Ability to use good judgment and problem-solving skills, required. Must display outstanding needs based selling skills. Excellent client communication skills, both written and oral are a must.

Required Licenses and/or Certifications: Industry designations are encouraged and a plus.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions. Significant car travel through a three state and occasional regional geographic area.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

#J-18808-Ljbffr