Retirement Plan Consultant

3 days ago


Dallas, Texas, United States OneDigital Full time
Unlock Your Potential in Retirement Plan Consulting

At OneDigital, we're on a mission to empower individuals to achieve their best work and live their best lives. As a Retirement Plan Consultant, you'll play a vital role in helping our clients navigate the complexities of retirement planning and achieve their long-term goals.

Key Responsibilities:
  • Design and implement customized retirement plans for clients, leveraging your expertise in ERISA regulations and fiduciary best practices.
  • Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
  • Collaborate with service teams to provide exceptional customer service, driving client retention and satisfaction.
  • Stay up-to-date on industry trends and regulatory changes, ensuring clients' plans remain competitive and compliant.
Requirements:
  • Proven track record of exceeding sales goals and a strong understanding of ERISA regulations and fiduciary best practices.
  • Excellent communication, presentation, and interpersonal skills, with the ability to work independently and make decisions effectively.
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and experience with CRM software, preferably Salesforce.
  • Ability to adapt to a rapidly changing business and technology environment, with a continual learner mentality.
What We Offer:
  • A competitive base pay, with opportunities for variable compensation, commission, and/or annual bonus based on individual performance and/or company performance.
  • A comprehensive benefits package, including health, wellbeing, retirement, and other financial benefits.
  • Paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
  • Reimbursement of job-related expenses and employee perks and discounts.

We're committed to creating a people-first culture that's wired for growth, driven to serve, and totally committed to having your back. If you're looking for a challenging and rewarding career opportunity, we encourage you to explore this role further.



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