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# Consultant - 401(k), Profit Sharing & Money Purchase

- **Company:** Prime Inc.
- **Location:** Chico, CA, United States
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Office
- **Published:** October 17, 2026
- **Apply:** https://www.thejobnetwork.com/job/2b98c787-e842-48e8-b21c-cca80df53113/consultant-k-profit-sharing-money-purchase

## About the Role

* Ability to travel and work beyond normal business hours.
 * Knowledge of effective sales tactics and techniques.
 * Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred.
 * Knowledge of relevant pension plans.
 * Excellent communication skills (written and verbal).
 * Excellent math, analytical and organizational skills.
 * Ability to develop and deliver client sales presentations.
 * Ability to interpret complex technical literature.
 * Ability to meet sales goals.
 * Ability to work independently with little supervision.
 * Ability to speak, read and write in English.
 * Ability to concentrate., * Three years in pension or related financial services industry.
 * College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience.
 * Minimum of one year sales experience.
 * Able to travel independently to client sites. (Valid driver's license and proof of insurance required at all times)

PHYSICAL / ENVIRONMENTAL CHARACTERISTICS
Work is performed in an office environment and requires:

 * Sitting for prolonged periods of time using a computer keyboard, mouse, and screen.
 * Standing, walking, and may require twisting, reaching, bending, crouching and kneeling.

## Description

To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPA's, Financial Planners, Brokers and Attorneys. To interact with clients, advisors and APC's internal support staff to service clients., * Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested.

 * Deliver Annual Reports as necessary.
 * Review invoice accuracy.
 * Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed.
 * Review plans for appropriate design and make plan design recommendations to client as necessary.
 * Contact client regarding fee collections when client does not respond to current billing system.
 * Ensure compliance of filing deadlines.
 * Document client conversations under Notes tab in APC Gold.
 * Review aging reports, make follow-up calls and send letters per follow-up procedure.
 * Educate client about APC functions and timelines.
 * Sell new plans and acquire takeover clients
 * Generate new referral sources and market existing referral sources.
 * Meet established budgeting/marketing goals.
 * Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities.

AUXILLARY DUTIES AND RESPONSIBILTIES

 * Maintain technical expertise to perform the above duties.
 * Other duties may be assigned., * Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less.
 * Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed.
 * Travel independently to client sites.