[Remote] Senior Retirement Plan Consultant (Remote Houston, TX)

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 – 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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