Senior Retirement Plan Consultant

Job Description: • 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 Requirements: • 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 Benefits: • health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • reimbursement of job-related expenses per the company policy • employee perks and discounts