Retirement Plan Consultant

Jobtailor; Armonk (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

OneDigital is seeking a seasoned retirement plans specialist in the New York area to design, implement, and maintain qualified retirement plans for clients. You will own a book of business and serve as a strategic advisor on retirement plan design and related wealth solutions.

Responsibilities include leading client relationships, developing a robust sales pipeline, coordinating with service teams, and staying current on ERISA and regulatory changes to ensure plan compliance.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or 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

Responsibilities

• Design, implement, and maintain qualified retirement plans for clients
• Primary owner of a book of business and driving client retention
• Analyze and design retirement plan structures and communicate value proposition
• Develop and manage a robust sales pipeline through multiple channels
• Lead client relationships and coordinate with service teams for exceptional service
• Present plan options and investment choices to stakeholders

Skills

Communication

CRM/Salesforce

Presentation skills

Independent decision making

Education

Bachelor’s degree in Business, Economics, Finance, or related field

Tools

Salesforce

Microsoft Office

Job description

Responsibilities

• 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
• Regular and predictable attendance is required
• Business travel up to 25%