Senior Retirement Plan Consultant

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  • Job Description:
  • Responsible for designing, implementing, and maintaining qualified retirement plans for clients
  • Serving as the primary owner of a book of business
  • Analyzing and designing retirement plan structures
  • Acting as a strategic workforce consultant
  • Effectively communicating the broader OneDigital value proposition to prospective clients
  • Working with service teams to provide an exceptional level of customer service
  • Developing and managing a robust sales pipeline through various channels
  • Effectively communicating the value proposition of OneDigital's retirement plan and workplace solutions
  • Achieving and exceeding annual sales goals
  • Participating in industry and conference presentations
  • Organizing and managing prospect events to educate potential clients about retirement plan options
  • Leading client relationships and understanding their needs
  • Developing and executing a customized relationship strategy
  • Building and maintaining positive relationships with assigned clients
  • Performing investment advisory services for clients
  • Selecting and presenting a diverse range of plan options and investment choices
  • Greeting local and national strategies to provide participants with guidance
  • Designing complex retirement plan structures
  • Conducting benchmarking due diligence to ensure compliance
  • Coordinating RFP fulfillment
  • Staying informed of industry trends and regulatory changes
  • Providing ongoing consultation regarding plan needs
  • Facilitating Fiduciary training
  • Offering regulatory and legislative consulting
  • Requirements:
  • Proven track record of exceeding sales goals
  • Strong understanding of ERISA regulations and fiduciary best practices
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work and make decisions independently
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
  • Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred
  • Proven success with multi-tasking and managing priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
  • Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
  • Regular and predictable attendance is required
  • Business travel up to 25%
  • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
  • Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire
  • 2+ years of retirement plan related experience required
  • 2 – 5 years of industry related sales experience preferred
  • Benefits:
  • health, wellbeing, retirement, and other financial benefits
  • paid time off
  • overtime pay for non-exempt employees
  • reimbursement of job-related expenses per the company policy
  • employee perks and discounts
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