Designing, implementing, and maintaining qualified retirement plans for clients and 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
Developing and managing a robust sales pipeline through various channels
Communicating the value proposition of OneDigital's retirement plans to prospective clients
Achieving and exceeding annual sales goals
Participating in industry and conference presentations to showcase expertise and generate leads
Leading client relationships and understanding their needs, goals, and strategic objectives
Performing investment advisory services for clients and adhering to regulatory guidelines
Selecting and presenting plan options and investment choices
Conducting benchmarking due diligence to ensure clients' plans are competitive

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

Retirement Plan Consultant

Key skills