Executive Benefits Consultant

Join OneDigital

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.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

Executive Benefits Sales And Business Development

This role is responsible for designing, implementing, funding, and maintaining Executive Benefits plans for clients and serving as the primary owner of a book of business. This position involves analyzing and designing Executive Benefits 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 client retention.

Essential Duties and Responsibilities (includes but is not limited to):

• 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 Executive Benefits 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 Executive Benefits solutions.

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.
• Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.

Plan Design Consulting

• Select and present a diverse range of plan options, design choices, and funding solutions to decision-makers.
• Work with Third Party Administrators to provide participants with guidance on account-related questions.
• Conduct periodic analysis to ensure plan funding solutions are meeting the clients' objectives.
• Design complex Executive Benefits structures tailored to meet institutional client needs.

Compliance and Regulatory Expertise

• 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 plan requirements and propose strategies for plan compliance.
• Facilitate best practices 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.

Qualifications, Skills and Requirements:

• Proven track record of exceeding sales goals.
• Strong understanding of 409A regulations, industry best practices, and funding solutions.
• 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%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in Executive Benefits sales.
• 2+ years of Executive Benefits related experience required.
• 2 5 years of industry related sales experience preferred.
• Registration with a Broker Dealer required.
• Securities license Series 6 and 63 required.
• Life & Variable Life insurance licenses required
• NQPA Certification required within first year of employment

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.