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Mid-Market Retirement Plan Consultant (2020-9267)

Tampa, FL, United States


Job Description


Are you experienced in selling mid-market ($10-$30 million) retirement plans? Are you looking for a role that supports your entrepreneurial spirit and start-up mentality? Looking to offer higher quality investments and custom designed plans? As a Mid-Market Retirement Plan Consultant with the Fisher Investments 401(k) Solutions Group, you will be focused solely on this new initiative. Join our privately held multi-billion dollar global investment firm to continue to grow our 401(k) offering.


The Opportunity:


This lucrative role will work out of our Plano, TX or Tampa, FL office with travel around the country to meet prospective clients.  Present Fisher Investment’s retirement platform to plan sponsors: 401k, Profit Sharing, Cash Balance, DB plans, etc. Employ your consultative approach to build, lead and sell to mid-sized company owners and plan decision makers. Highlight our 3(38) full fiduciary coverage, in-person client service and investment guidance, multiple record keeping and TPA options. Join a team of retirement plan experts who are exclusively focused on our sponsors and participants. Receive corporate office support from a dedicated retirement plan team that includes our 4S Custom Solutions team and 4S Sales Success and Service department.


The Day-to-Day:

  • Identify, contact, and meet with mid-market business owners, plan sponsors and decision makers
  • Educate plan sponsors on Fisher Investments’ mid-sized business retirement plans
  • Provide financial solutions based on plan sponsor and participant goals
  • Execute (RFP’s) and develop plan proposals

Your Qualifications:

  • 3+ years experience specifically selling mid-market ($10-$30 million) qualified retirement plans
  • Quantifiable track record of personal direct sales success to plan sponsors
  • Demonstrated experience executing high volume phone/video conversations and in-person meetings
  • Proven RFP, Proposal Development and Sales Coordination experience

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more


We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.



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