Retirement Plan Consultant
OneDigital · Auburn Hills, MI · 1 mo ago
FinanceFull-time
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.
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%.
Qualifications
- 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.