• Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities. • Builds and maintains strong client relationships, ensuring satisfaction and trust. • Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360. • Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes. • Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments. • Supports clients in fulfilling fiduciary obligations and maintaining proper documentation. • Develops and delivers educational programs to improve participant understanding and engagement in retirement planning. • Promotes strategies that increase participation rates and contribution levels. • Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning. • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. • Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. • Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management. • Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. • Attends industry or relevant targeted prospect events. • Travels domestically throughout the territory to meet with prospects. • Performs other projects, duties, and tasks, as assigned.