Retirement Plan Consultant

🕒 April 20

🇺🇸 United States – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Responsible for designing, implementing, and maintaining qualified retirement plans for clients. • Analyze and design retirement plan structures and act as a strategic workforce consultant. • Communicate the broader OneDigital value proposition to prospective clients. • Work with service teams to provide an exceptional level of customer service, driving client retention. • Develop and manage a robust sales pipeline through various channels. • Lead client relationships with plan sponsors to understand their needs and goals. • Perform investment advisory services for clients adhering to all regulatory guidelines. • Conduct compliance and regulatory benchmarking due diligence.

🎯 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%.

🏖️ Benefits

• Health insurance • 401(k) plan • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per the company policy