Strategic 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

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.