Retirement Plan Consultant
Employment Information
Job Description
Retirement Plan Consultant responsible for designing and maintaining qualified retirement plans for clients. Leading sales efforts and fostering client relationships in financial services firm.
Responsibilities:
- 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.
- Analyze and design retirement plan structures, acting as a strategic workforce consultant.
- Effectively communicate the broader OneDigital value proposition to prospective clients.
- Work with service teams to provide an exceptional level of customer service, driving client retention.
- Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
- 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.
- 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.
- 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.
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%.
Benefits:
- health insurance
- wellbeing benefits
- retirement plans
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
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