Designing, implementing, and maintaining qualified retirement plans for clients
Primary owner of a book of business
Analyzing and designing retirement plan structures
Acting as a strategic workforce consultant
Effectively communicating the broader OneDigital value proposition to prospective clients
Working with service teams to provide an exceptional level of customer service, driving client retention
Developing and managing a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management
Effectively communicating the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions
Achieving and exceeding annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals
Participating in industry and conference presentations to showcase expertise and generate leads
Organizing and managing prospect events to educate potential clients about retirement plan options
Leading client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives
Developing and executing a customized relationship strategy that aligns with each client’s unique situation
Building and maintaining positive relationships with assigned clients, fostering open communication and exceeding expectations
Performing investment advisory services for clients, adhering to all regulatory guidelines
Selecting and presenting a diverse range of plan options and investment choices to decision-makers
Leveraging local and national strategies to provide participants with guidance on account-related questions
Designing complex retirement plan structures tailored to meet institutional client needs
Conducting benchmarking due diligence to ensure clients’ plans are competitive and meet industry standards
Coordinating RFP fulfillment, demonstrating OneDigital’s capabilities and value proposition
Staying informed of industry trends and regulatory changes to ensure client plan compliance
Providing ongoing consultation regarding plan needs, potential changes, amendments, and recommending adjustments when necessary
Collaborating with Plan Administration Specialists to explain testing requirements and proposing strategies for plan compliance (non‑discrimination testing review/analysis)
Facilitating Fiduciary training, ensuring clients understand their responsibilities and best practices
Offering regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans
Requirements
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
2+ years of retirement plan related experience required
2 – 5 years of industry related sales experience preferred
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