Senior Retirement Plan Consultant
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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• 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
Apply tot his job
Apply To this Job