Retirement Plan Sales & Strategy 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

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