Job Description
Note: The job is a remote job and is open to candidates in USA. OneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Senior Retirement Plan Consultant role involves designing and maintaining retirement plans for clients, managing client relationships, and ensuring compliance with regulatory standards.
- Responsibilities
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
- Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions
- Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
- Participate in industry and conference presentations to showcase expertise and generate leads
- Organize and manage prospect events to educate potential clients about retirement plan options
- Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
- Develop and execute a customized relationship strategy that aligns with each client's unique situation
- Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations
- Perform investment advisory services for clients, adhering to all regulatory guidelines
- Select and present a diverse range of plan options and investment choices to decision-makers
- Leverage local and national strategies to provide participants with guidance on account-related questions
- Design complex retirement plan structures tailored to meet institutional client needs
- Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards
- Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition
- Stay informed of industry trends and regulatory changes to ensure client plan compliance
- Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary
- Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis)
- Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices
- Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
- Skills
- 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%
- 2+ years of retirement plan related experience required
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
- 2 ā 5 years of industry related sales experience preferred
- Benefits
- Health
- Wellbeing
- Retirement
- Other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
- Company Overview
- OneDigital is focused exclusively on employee benefits. It was founded in 2000, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.onedigital.com.
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