Retirement Plan Consultant

Job Overview Design, implement, and maintain qualified retirement plans for clients while serving as the primary owner of a book of business. The role involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the value proposition to prospective clients. Responsibilities Retirement Plan Sales & Business Development Develop and manage a robust sales pipeline through convergence leads, sales calls, referrals, and COI management. Effectively communicate the value proposition of OneDigital’s retirement solutions to prospective clients. Achieve and exceed annual sales goals by guiding prospects through the sales cycle and closing new deals. Participate in industry conferences and present expertise to generate additional leads. Organize and manage prospect events to educate potential clients about retirement plan options. Client Relationship Management Lead client relationships, working closely with plan sponsors to understand needs, goals, and strategic objectives. Develop and execute a customized relationship strategy tailored to each client’s unique situation. Build and maintain positive relationships, fostering open communication and exceeding expectations. Investment Consulting & Plan Design Perform investment advisory services for clients while 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. Compliance & Regulatory Expertise Conduct benchmarking due diligence to ensure client plans remain competitive and industry compliant. Coordinate RFP fulfillment, demonstrating OneDigital’s capabilities and value proposition. Stay informed of industry trends and regulatory changes to maintain plan compliance. Provide ongoing consultation regarding plan adjustments and recommend modifications when necessary. Collaborate with Plan Administration Specialists to explain testing requirements and propose compliance strategies. Facilitate fiduciary training, ensuring clients understand their responsibilities and best practices. Offer regulatory and legislative consulting on updates that may impact client plans. Qualifications & Requirements 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 independently and make decisions. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint). Demonstrated discipline maintaining a sales pipeline in a CRM (Salesforce preferred). Proven success with multi‑tasking and managing priorities effectively. Adaptability to a rapidly changing business and technology environment. Continual learner mindset, able to adopt new solutions and interpret emerging laws. Must maintain confidentiality of highly sensitive client information. Regular and predictable attendance required. Business travel up to 25% of time. Must be licensed to register as an IAR (Investment Adviser Representative) of OneDigital Investment Advisors. Bachelor’s degree in Business, Economics, Finance, or related field (preferred). Valid, relevant securities license. 2+ years of retirement plan related experience; 2–5 years of industry‑related sales experience preferred. Base salary range: $110,000 to $120,000 per year, with variable compensation, commission, and/or annual bonus based on performance. Benefits Eligible employees receive health, wellbeing, and retirement benefits, paid time off, overtime pay for non‑exempt employees, robust learning and development programs, reimbursement of job‑related expenses, and employee perks and discounts. Equal Employment Opportunity OneDigital is an equal opportunity employer. We provide employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state, or local law. All employment decisions comply with applicable federal, state, and city/county laws prohibiting discrimination. #J-18808-Ljbffr