Manage and grow a book of retirement plan clients while developing expertise and client ownership
Design and implement retirement plan structures
Build trusted plan sponsor relationships
Communicate the broader OneDigital value proposition to clients
Work with internal service teams to deliver exceptional client experience
Develop and manage a pipeline of prospective clients through referrals, COI relationships, and other business development channels
Participate in industry events and conferences to build market presence and generate opportunities
Develop and execute relationship strategies tailored to each client's goals, plan design, and organizational objectives
Provide retirement plan consulting to clients including plan design, benchmarking, and fiduciary guidance
Advise clients on regulatory and legislative developments affecting their plans

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan services
Must possess a valid relevant securities license
5+ years of retirement plan related experience required
2–5 years of industry-related sales or consulting experience preferred
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

Retirement Plan Consultant

Key skills