Retirement Plan Consultant

OneDigital

Retirement Plan Consultant at OneDigital designing and maintaining retirement plans for clients. Leading client relationships with a focus on business development and compliance in a hybrid work environment.

Posted 6/19/2026full-timeArmonk • New York • 🇺🇸 United StatesJuniorMid-Level💰 $160,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

This role is 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, driving client retention.
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.
Achieving and exceeding annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
Participating in industry and conference presentations to showcase expertise and generate leads.
Organizing and managing 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.
Leverage local and national strategies to provide participants with guidance on account-related questions.
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.

Requirements

What you’ll need

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
2+ years of retirement plan related experience required
2 – 5 years of industry related sales experience preferred
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%.

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plan designinvestment advisory servicessales pipeline managementbenchmarking due diligenceRFP fulfillmentfiduciary trainingregulatory consultingERISA regulationsnon-discrimination testingsales goal achievement

Soft Skills

communication skillspresentation skillsinterpersonal skillsindependent decision-makingmulti-taskingpriority managementadaptabilityconfidentialityclient relationship managementstrategic consulting

Certifications

valid securities license