OneDigital | Senior 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. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. 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. Our Newest Opportunity: Summary: This role is responsible for designing, implementing, and providing service to qualified retirement plans for clients and serving as the primary owner of an assigned book of business. The Consultant is responsible for the day-to-day relationship management for moderately complex client relationships and manages an assigned book of business. Serving as the primary contact, the consultant will work closely with assigned clients to form effective business relationships through proactive client service, managing service model deliverables, coordinate the appropriate resources to address the clients' needs and lead any ongoing problem resolution. The Consultant also identifies and develops new business opportunities and prospects for retirement consulting services while maintaining client base. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients. This role works with service teams to provide an exceptional level of customer service, driving revenue, growth, client satisfaction, and client retention. Essential Duties and Responsibilities (includes but is not limited to): Retirement Plan Sales and Business Development 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. Introduce broader OneDigital convergence capabilities to prospects. Client Relationship Management 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. Deliver (quarterly, semi-annual, or annual) plan reviews to retirement plan committees including investment performance, market updates, legislative updates, industry trends, and benchmarking. Build and maintain positive and profitable relationships with assigned clients, fostering open communication and exceeding expectations. Work with clients to develop employee education and engagement strategies & materials. Deliver employee education and engagement through combination of in person presentations, webinars, one on ones and other methods as required and appropriate. Introduce other OneDigital verticals to broaden OneDigital relationships and support growth. Investment Consulting and Plan Design 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 sophisticated retirement plan structures and features tailored to meet institutional client needs. Compliance and Regulatory Expertise Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards. Lead client recordkeeping RFP initiatives to help clients meet their fiduciary requirements and ensure that plans are priced and serviced appropriately. 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 (recordkeeper/TPA) 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. Deliver regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans. Qualifications, Skills and Requirements: Proven experience in servicing and growing a book of retirement plan clients. 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%.50%. Education, Training and Experience: Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales. Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire. 5+ years of retirement plan related experience required 5-10 years of industry related sales experience preferred Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team!

Created: 2024-12-10