Retirement Plan Consultant

Role Overview

• Responsible for managing and growing a book of retirement plan clients
• Designing and implementing retirement plan structures
• Building trusted plan sponsor relationships
• Actively communicating with clients to deliver an exceptional client experience
• Developing a pipeline of prospective clients through referrals and other channels
• Managing direct ownership of client relationships and ensuring client satisfaction
• Providing retirement plan consulting, plan design, benchmarking, and fiduciary guidance
• Facilitating fiduciary training for plan sponsors
• Coordinating activities of the client service team for a cohesive client experience

Requirements

• Growing track record of success in retirement plan consulting and/or sales
• 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 client and 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 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%
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

Benefits

• 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
• employee perks and discounts