[Remote] Senior Retirement Plan Consultant (Remote Houston, TX)
Note: The job is a remote job and is open to candidates in USA. OneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Senior Retirement Plan Consultant role involves designing and maintaining retirement plans for clients, managing client relationships, and ensuring compliance with regulatory standards.
Responsibilities
ā¢ Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
ā¢ Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions
ā¢ Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
ā¢ Participate in industry and conference presentations to showcase expertise and generate leads
ā¢ Organize and manage prospect events to educate potential clients about retirement plan options
ā¢ Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
ā¢ Develop and execute a customized relationship strategy that aligns with each client's unique situation
ā¢ Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations
ā¢ Perform investment advisory services for clients, adhering to all regulatory guidelines
ā¢ Select and present a diverse range of plan options and investment choices to decision-makers
ā¢ Leverage local and national strategies to provide participants with guidance on account-related questions
ā¢ Design complex retirement plan structures tailored to meet institutional client needs
ā¢ Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards
ā¢ Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition
ā¢ Stay informed of industry trends and regulatory changes to ensure client plan compliance
ā¢ Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary
ā¢ Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis)
ā¢ Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices
ā¢ Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
Skills
ā¢ Proven track record of exceeding sales goals
ā¢ Strong understanding of ERISA regulations and fiduciary best practices
ā¢ Excellent communication, presentation, and interpersonal skills
ā¢ Ability to work and make decisions independently
ā¢ Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
ā¢ Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred
ā¢ Proven success with multi-tasking and managing priorities effectively
ā¢ Ability to adapt to a rapidly changing business and technology environment
ā¢ Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
ā¢ Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
ā¢ Regular and predictable attendance is required
ā¢ Business travel up to 25%
ā¢ 2+ years of retirement plan related experience required
ā¢ Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire
ā¢ Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
ā¢ 2 ā 5 years of industry related sales experience preferred
Benefits
ā¢ Health
ā¢ Wellbeing
ā¢ Retirement
ā¢ Other financial benefits
ā¢ Paid time off
ā¢ Overtime pay for non-exempt employees
ā¢ Robust learning and development programs
ā¢ Reimbursement of job-related expenses per the company policy
ā¢ Employee perks and discounts
Company Overview
ā¢ OneDigital is focused exclusively on employee benefits. It was founded in 2000, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.onedigital.com.
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Responsibilities
ā¢ Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
ā¢ Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions
ā¢ Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
ā¢ Participate in industry and conference presentations to showcase expertise and generate leads
ā¢ Organize and manage prospect events to educate potential clients about retirement plan options
ā¢ Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
ā¢ Develop and execute a customized relationship strategy that aligns with each client's unique situation
ā¢ Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations
ā¢ Perform investment advisory services for clients, adhering to all regulatory guidelines
ā¢ Select and present a diverse range of plan options and investment choices to decision-makers
ā¢ Leverage local and national strategies to provide participants with guidance on account-related questions
ā¢ Design complex retirement plan structures tailored to meet institutional client needs
ā¢ Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards
ā¢ Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition
ā¢ Stay informed of industry trends and regulatory changes to ensure client plan compliance
ā¢ Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary
ā¢ Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis)
ā¢ Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices
ā¢ Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
Skills
ā¢ Proven track record of exceeding sales goals
ā¢ Strong understanding of ERISA regulations and fiduciary best practices
ā¢ Excellent communication, presentation, and interpersonal skills
ā¢ Ability to work and make decisions independently
ā¢ Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
ā¢ Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred
ā¢ Proven success with multi-tasking and managing priorities effectively
ā¢ Ability to adapt to a rapidly changing business and technology environment
ā¢ Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
ā¢ Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
ā¢ Regular and predictable attendance is required
ā¢ Business travel up to 25%
ā¢ 2+ years of retirement plan related experience required
ā¢ Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire
ā¢ Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
ā¢ 2 ā 5 years of industry related sales experience preferred
Benefits
ā¢ Health
ā¢ Wellbeing
ā¢ Retirement
ā¢ Other financial benefits
ā¢ Paid time off
ā¢ Overtime pay for non-exempt employees
ā¢ Robust learning and development programs
ā¢ Reimbursement of job-related expenses per the company policy
ā¢ Employee perks and discounts
Company Overview
ā¢ OneDigital is focused exclusively on employee benefits. It was founded in 2000, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.onedigital.com.
Apply tot his job
Apply To this Job