Retirement Plan Consultant

Essential Duties and Responsibilities

• Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
• 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.
• Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
• Participate in industry and conference presentations to showcase expertise and generate leads.
• Organize and manage prospect events to educate potential clients about retirement plan options.
• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
• Develop and execute a customized relationship strategy that aligns with each client's unique situation.
• Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
• Perform investment advisory services for clients, adhering to all regulatory guidelines.
• Select and present a diverse range of plan options and investment choices to decision-makers.
• Design complex retirement plan structures tailored to meet institutional client needs.
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
• Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
• Stay informed of industry trends and regulatory changes to ensure client plan compliance.
• Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
• Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
• Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
• Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.

Qualifications, Skills and 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%.

Education, Training and Experience

• 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 XX days of hire.
• 2+ years of retirement plan related experience required.
• 2 – 5 years of industry related sales experience preferred.

Other

• This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required.
• The employer has the right to revise this job description at any time.
• The job description is not to be construed as a contract for employment.
• Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.
• We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
• To learn more, visit: www.onedigital.com/careers
• OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.