Retirement Plan Consultant

When you ask people what gives them peace of mind to live their best life having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

This role is responsible for designing implementing and maintaining qualified retirement
plans for clients and serving as the primary owner of a book of business. 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 client 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 OneDigitals 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.
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 clients
unique situation.
Build and maintain positive relationships with assigned clients fostering open
communication and exceeding expectations.
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 retirement plan 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 OneDigitals 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.
Qualifications Skills and 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 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:
Bachelors 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.
2 years of retirement plan related experience required
2 5 years of industry related sales experience preferred
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills education qualifications professional experience and addition to base pay some roles are eligible for variable compensation commission and/or annual bonus based on your individual performance and/or the companys 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: 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.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence AI technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions ensuring a streamlined and effective hiring experience. However AI does not replace the humans in our process. If you have concerns about our use of AI you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!