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Remote 403B Jobs in Utah (NOW HIRING)

401GO

Plan Consultant - HCM

Sandy, UT · Remote

Leverage in-depth knowledge of Qualified Retirement Plans - including 401(k), 403(b), and Cash ... United States (Remote) Travel: Requires domestic travel up to 25% of the time Why 401GO? At 401GO ...

Utah Legal Services

Intake Paralegal

Salt Lake City, UT · On-site +1

$18 - $20/hr

This position follows a remote model, but requires occasional office travel for trainings and ... 403(b) retirement plan with a monthly employer match, plus automatic monthly contributions

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Remote 403B information

What is a Remote 403B job?

A Remote 403B job typically refers to a position related to the administration, management, or support of 403(b) retirement plans that can be performed from a remote location. 403(b) plans are tax-advantaged retirement savings plans offered by public schools and certain non-profit organizations in the United States. Remote roles in this field can include plan administration, customer service, compliance, or financial advising, all done virtually. These jobs allow employees to assist clients or organizations with their 403(b) plans without needing to work onsite.

What are the key skills and qualifications needed to thrive as a 403(b) Plan Administrator, and why are they important?

To thrive as a 403(b) Plan Administrator, you need expertise in retirement plan regulations, compliance, and benefits administration, typically supported by a degree in finance or business and industry certifications like QKA or ASPPA. Proficiency in recordkeeping software, payroll systems, and IRS reporting tools is essential for managing plan data and regulatory filings. Attention to detail, strong organizational skills, and effective communication are vital soft skills for managing multiple accounts and collaborating with stakeholders. These skills and qualifications ensure accurate plan administration, legal compliance, and superior client service in a highly regulated environment.

What are some unique challenges of managing 403(b) retirement plans remotely, and how can professionals in this role effectively address them?

Managing 403(b) retirement plans remotely presents unique challenges such as maintaining secure communication with clients, handling sensitive financial data, and staying updated with compliance requirements. Effective professionals use secure digital platforms for document sharing and communication, consistently monitor regulatory updates, and schedule regular virtual meetings to ensure clients feel supported. Building strong relationships remotely requires proactive outreach and clear, jargon-free explanations of plan details to build trust and understanding. Collaboration with internal compliance and IT teams is also crucial to ensure data security and regulatory adherence.
What are popular job titles related to Remote 403B jobs in Utah? For Remote 403B jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote 403B jobs in Utah look for? The top searched job categories for Remote 403B jobs in Utah are:
What cities in Utah are hiring for Remote 403B jobs? Cities in Utah with the most Remote 403B job openings:
Remote 403B jobs near you

Plan Consultant - HCM

401GO

Sandy, UT • Remote

Full-time

Re-posted 26 days ago

Job description

401(k) Plan Consultant

401GO is seeking a results-driven Plan Consultant (PC) to join our high-performance sales team. As a Plan Consultant, you will play a critical role in closing new business opportunities by engaging with prospects referred by our Regional Vice Presidents (RVP) and the 401GO website. This is an ideal opportunity for someone with deep experience in retirement plan sales who thrives in a fast-paced, tech-enabled, and team-oriented environment.

What You’ll Be Doing:


  • Conduct Sales Consultations: Schedule and lead virtual sales meetings to understand the prospect’s goals and expectations, thereby presenting solutions and drive plan adoption.
  • Retirement Plan Expertise: Leverage in-depth knowledge of Qualified Retirement Plans - including 401(k), 403(b), and Cash Balance - to provide strategic consultation and guidance.
  • Pipeline Management: Maintain accurate and up-to-date records in HubSpot CRM, including activity tracking, deal progression, and reporting.
  • Collaboration: Work closely with Regional Vice Presidents, Sales Operations, and Customer Support teams to ensure a seamless handoff from prospect to onboarding.
  • Sales Process Execution: Navigate a streamlined sales cycle, manage multiple leads simultaneously, and prioritize tasks in a high-velocity environment.
  • Continuous Improvement: Participate in team strategy sessions and contribute to ongoing sales process enhancements and best practices.

What You Bring:

  • 2-4 years of experience selling Qualified Retirement Plans (401(k), 403(b), Cash Balance, etc.)
  • Proven track record of closing deals in a fast-paced B2B sales environment.
  • Strong understanding of retirement plan design, compliance considerations, and fiduciary requirements.
  • Must be quick to learn and confidently demonstrate 401GO’s SaaS technology during prospect meetings and product walkthroughs.
  • Proficiency with CRM tools and sequences, and demonstrate ability to continuously update and manage a full sales pipeline effectively.
  • Excellent verbal and written communication skills, with a talent for simplifying complex concepts.
  • Team-oriented mindset with the ability to collaborate across multiple departments.

Preferred Qualifications:

  • Experience working with Financial Advisors, Payroll providers, and small to mid-size business owners and C-Suites.
  • Familiarity with digital-first or SaaS-based technology platforms.
  • Designing and implementing retirement plans that meet the unique requirements of the client.
  • Bachelor's degree and some ERISA designations

Job Type: Full-time
Pay: Salary + Monthly Commissions
Location: United States (Remote)
Travel: Requires domestic travel up to 25% of the time


Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.


What We Offer

  • A standout 401(k) plan (naturally!).
  • Generous stock options—share in our growth and success.
  • Flexible work environment—choose where you’re most productive.
  • Excellent benefits, including medical, dental, and vision.
  • Flexible hours—because great work doesn’t always happen 9–5.
  • Plenty of PTO—we value work-life balance.
  • A fully stocked kitchen when you’re in the office.


At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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