Senior Retirement Plan Consultant
OneDigital
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan designinvestment advisory servicessales pipeline managementbenchmarking due diligencefiduciary trainingregulatory consultingERISA regulationsfinancial data analysisCRM proficiencyMicrosoft Office Suite
Soft Skills
communication skillspresentation skillsinterpersonal skillsindependent decision-makingmulti-taskingprioritizationadaptabilityconfidentialityrelationship managementcustomer service
Certifications
securities license