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

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

Senior Retirement Plan Consultant

Key skills