Univest Corporation of Pennsylvania

Qualified Retirement Plan Consultant

3 months ago
Job ID
# Positions
Investments/Trust - Other


New business development responsibility for qualified retirement plan relationships, per the annual sales plan

Conducting enrollment and continuing education meetings for 401(k) plan participants

Managing relationships for retirement plan accounts sold. This will include annual contract review meetings with clients, consulting on plan investments, and consulting with clients regarding plan design and plan administration issues

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.

Perform additional duties as required.


Bachelor’s degree in related field or five years business experience

Benefits or retirement plan administration experience helpful as well as an understanding of basic investment vehicles and general market terms

Proven effective interpersonal and communication skills

Proven sales/relationship management ability

Knowledge of MS Office Suite; data management helpful

Ability to have flexibility in work assignments, work with pressure and meet deadlines


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