Retirement Plan Consultant

We are seeking a Retirement Plan Consultant to design, implement, and maintain qualified retirement plans for clients, and serve as the primary owner of a book of business.

Requirements

• Develop and manage a robust sales pipeline through various channels
• Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients
• Achieve and exceed annual sales goals
• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
• Perform investment advisory services for clients, adhering to all regulatory guidelines
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards
• Stay informed of industry trends and regulatory changes to ensure client plan compliance

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs