Retirement Plan Consultant

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Requirements

• 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.
• 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.
• Select and present a diverse range of plan options and investment choices to decision-makers.
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
• Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.

Benefits

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