Austin Hirschman
Atlanta,GA
Summary
Retirement plan professional specializing in client-centered consulting, compliance oversight, and tailored design strategies. Proven track record in facilitating effective communication and fostering collaborative partnerships with advisors. Expertise in guiding employers through regulatory, operational, and fiduciary responsibilities for optimal plan management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Regional Plan Consultant
Nova 401(k) Associates
Atlanta, GA
04.2025 - Current
- Deliver expert consulting on 401(k), profit-sharing, and cash balance plans, ensuring alignment with ERISA, IRS, and DOL regulations.
- Present customized plan design recommendations to improve client outcomes related to participation, employee engagement, and cost efficiency.
- Build strong client relationships by offering proactive communication, ongoing education, and high-level problem-solving support.
Internal Sales Consultant
John Hancock Retirement Plan Services
Atlanta, GA
09.2019 - 04.2025
- Supported Regional Vice President in selling 401(k) plans through financial advisors.
- Assisted financial advisors in benchmarking and analyzing client portfolios.
- Contributed to closing $190 million in new assets in 2024 alongside Regional Vice President.
Education
Bachelor Of Science (BS) - Finance
Florida State University
Tallahassee, FL05-2018
Foreign Exchange Program - Minor In Spanish -
University of Valencia
Valencia, Spain07-2017
Skills
- Compliance expertise
- Retirement planning
- Sales strategy
- Presentation skills
- Public speaking
- Relationship management
- Time management
- Salesforce CRM
- Microsoft Applications
- Investment analysis & consultative review
Languages
Spanish
Professional
Certification
Series 7, Series 63
Affiliations
Tennis, Golf, International Culture, Philanthropy, Music, College Football/NFL
Timeline
Regional Plan Consultant
Nova 401(k) Associates
04.2025 - Current
Internal Sales Consultant
John Hancock Retirement Plan Services
09.2019 - 04.2025
Bachelor Of Science (BS) - Finance
Florida State University
Foreign Exchange Program - Minor In Spanish -
University of Valencia