[Remote] Senior Retirement Plan Consultant (Remote Houston, TX)

Note: The job is a remote job and is open to candidates in USA. OneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Senior Retirement Plan Consultant role involves designing and maintaining retirement plans for clients, managing client relationships, and ensuring compliance with regulatory standards. Responsibilities • 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 • 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 • 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 • 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 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 Skills • 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% • 2+ years of retirement plan related experience required • Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire • Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales • 2 – 5 years of industry related sales experience preferred Benefits • Health • Wellbeing • Retirement • Other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per the company policy • Employee perks and discounts Company Overview • OneDigital is focused exclusively on employee benefits. It was founded in 2000, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.onedigital.com. Apply tot his job Apply To this Job