Aon

3 weeks ago

Senior Retirement Plan Advisor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Independently manage and nurture established retirement plan client relationships, focusing on service delivery after the sales process or consultant transitions. Lead quarterly investment reviews, address compliance and plan design inquiries, and act as the primary contact between clients and service providers like recordkeepers, TPAs, and auditors. Partner with recordkeepers to develop participant communication strategies. Typical caseload is 30–50 client relationships, with a revenue-based retention bonus and potential commissions for licensed advisors.

Location: Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Independently manage ongoing relationship with assigned retirement plan clients.
•Lead quarterly investment reviews with plan sponsor clients.
•Address client inquiries related to compliance and plan design while providing proactive support.
•Serve as the primary contact between clients and service providers (recordkeepers, TPAs, auditors).
•Work collaboratively with recordkeepers to create participant communication strategies.

Pay and Benefits

Salary: USD 75,000 - 132,000 annually

Perks:Paid Leave401kHealth InsuranceWellness Stipend

Key Requirements

•Minimum 5 years’ experience in the retirement plan industry (10+ years preferred).
•Proficient knowledge of retirement plan design and compliance requirements.
•Familiarity with core investment concepts, reporting, and asset allocation.
•Exceptional presentation and communication skills with a strong commitment to client service.
•Series 65 license required (life & health licenses recommended but not mandatory).

Experience:5+ yearsRetirement plansRetirement plan industry

Skills:CommunicationClient serviceResponsivenessTeam collaborationPresentation

Licenses:Series 65

Certifications:Series 65

Tech Stack:Microsoft Office SuiteCRM systemsMS TeamsZoom

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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