Retirement Plan Consultant
3 days ago
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.
- 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.
- 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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