Retirement Plan Consultant

🕒 June 25

🏄 California, Washington – Remote

🏄 California – Remote ☕ Washington – Remote

💵 $65k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 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 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