Retirement Plan Consultant

OneDigital; Farmington (CT); On-site; USD 70,000 - 100,000; Full time

Job summary

OneDigital in Farmington, CT, is seeking an experienced Retirement Plan Sales professional to design, sell, and manage retirement plan solutions for clients. You will build a strategic book of business, communicate the value of OneDigital's retirement and workplace solutions, and drive client acquisition and growth.

The role requires ERISA knowledge, sales excellence, and strong relationship skills. You will collaborate with service teams, stay compliant with regulations, and mentor clients

Qualifications

• 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.

Responsibilities

• Develop and manage a robust sales pipeline through various channels.
• Communicate the value proposition of OneDigital's retirement plans to prospective clients.
• Achieve and exceed annual sales goals by guiding prospects through the sales cycle.
• Participate in industry and conference presentations to generate leads.
• Organize and manage prospect events to educate potential clients about retirement plan options.
• Lead client relationships with plan sponsors to understand needs and goals.
• Develop and execute a customized relationship strategy for each client.
• Perform investment advisory services and design complex retirement plan structures.
• Stay informed of regulatory changes to ensure plan compliance.
• Collaborate with Plan Administration Specialists on testing requirements and compliance strategies.
• Provide fiduciary training and regulatory consulting.

Skills

Sales pipeline

Communication

ERISA knowledge

Salesforce CRM

Independent work

Education

Bachelor's degree in Business/Economics/Finance or related field

Securities license (or pursuing)

Tools

Salesforce CRM

Microsoft Office

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people‑first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

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 retention.

Essential 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 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.

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 client's 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 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.

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 Qualifications

• 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

• 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 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

The typical base pay range for this role nationwide is $70,000.00 to $100,000.00 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s 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: www.onedigital.com/careers

OneDigital 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.

Thank you for your interest in joining the OneDigital team!